IFG
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Independent Financial Group’s Paylocity PCTY Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-2,025
Closed -$309K – 1507
2025
Q4 		$309K Hold
2,025
– – 0.01% 1136
2025
Q3 		$323K Sell
2,025
-4
-0.2% -$708 0.01% 1055
2025
Q2 		$368K Buy
2,029
+755
+59% +$142K 0.01% 922
2025
Q1 		$239K Buy
1,274
+3
+0.2% +$599 0.01% 1031
2024
Q4 		$254K Hold
1,271
– – 0.01% 966
2024
Q3 		$210K Buy
+1,271
New +$193K 0.01% 1057
2024
Q2 		– Sell
-1,471
Closed -$253K – 1134
2024
Q1 		$253K Hold
1,471
– – 0.01% 861
2023
Q4 		$242K Hold
1,471
– – 0.01% 817
2023
Q3 		$267K Buy
1,471
+100
+7% +$20.1K 0.02% 705
2023
Q2 		$253K Hold
1,371
– – 0.02% 721
2023
Q1 		$273K Hold
1,371
– – 0.02% 643
2022
Q4 		$266K Sell
1,371
-319
-19% -$68.5K 0.02% 595
2022
Q3 		$408K Buy
1,690
+316
+23% +$72.6K 0.04% 451
2022
Q2 		$240K Sell
1,374
-343
-20% -$62.5K 0.03% 579
2022
Q1 		$353K Buy
1,717
+346
+25% +$70K 0.03% 542
2021
Q4 		$324K Sell
1,371
-497
-27% -$132K 0.03% 566
2021
Q3 		$524K Buy
1,868
+477
+34% +$115K 0.05% 348
2021
Q2 		$265K Hold
1,391
– – 0.03% 567
2021
Q1 		$250K Sell
1,391
-368
-21% -$70.1K 0.03% 524
2020
Q4 		$362K Buy
1,759
+388
+28% +$74.6K 0.05% 377
2020
Q3 		$221K Sell
1,371
-6
-0.4% -$845 0.04% 431
2020
Q2 		$201K Buy
+1,377
New +$160K 0.04% 419

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Financial Group's PCTY Position: Q1 2026 in Review

Independent Financial Group sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 2,025 shares — an estimated $309K sold.

Independent Financial Group first reported a position in PCTY in Q2 2020 and held it in 22 quarters. The position peaked at $524K in Q3 2021. 446 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Independent Financial Group reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,025 Paylocity shares in Q1 2026, an estimated $309K.
  • Independent Financial Group first reported a position in Paylocity in Q2 2020 and held it in 22 quarters.
  • Independent Financial Group's Paylocity position peaked at $524K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.