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Greykasell Wealth Strategies’s Paylocity PCTY Stock Holding History

Greykasell Wealth Strategies’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$216 – 541
2026
Q1 		$216 Hold
2
– – ﹤0.01% 566
2025
Q4 		$305 Hold
2
– – ﹤0.01% 488
2025
Q3 		$319 Buy
+2
New +$354 ﹤0.01% 404

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Greykasell Wealth Strategies's PCTY Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 2 shares — an estimated $216 sold.

Greykasell Wealth Strategies first reported a position in PCTY in Q3 2025 and held it in 3 quarters. The position peaked at $319 in Q3 2025. 253 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 2 Paylocity shares in Q2 2026, an estimated $216.
  • Greykasell Wealth Strategies first reported a position in Paylocity in Q3 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's Paylocity position peaked at $319 in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.