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HB Wealth Management’s Paylocity PCTY Stock Holding History

HB Wealth Management’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 		$415K Buy
3,974
+1,234
+45% +$131K ﹤0.01% 1203
2026
Q1 		$296K Buy
+2,740
New +$336K ﹤0.01% 1244

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HB Wealth Management's PCTY Position: Q2 2026 in Review

HB Wealth Management increased its Paylocity (PCTY) stake by 45% in Q2 2026, buying an estimated $131K and bringing the position to 3,974 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

HB Wealth Management first reported a position in PCTY in Q1 2026 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • HB Wealth Management held 3,974 shares of Paylocity worth $415K as of Q2 2026.
  • HB Wealth Management bought 1,234 Paylocity shares in Q2 2026, an estimated $131K.
  • Paylocity made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • HB Wealth Management first reported a position in Paylocity in Q1 2026 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.