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Integrated Wealth Concepts’s Paylocity PCTY Stock Holding History

Integrated Wealth Concepts’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 		$673K Buy
6,230
+4,324
+227% +$531K 0.01% 1362
2025
Q4 		$291K Sell
1,906
-512
-21% -$76.2K ﹤0.01% 1340
2025
Q3 		$385K Buy
2,418
+423
+21% +$74.9K ﹤0.01% 1487
2025
Q2 		$361K Buy
+1,995
New +$374K ﹤0.01% 1459

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Integrated Wealth Concepts's PCTY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Paylocity (PCTY) stake by 227% in Q1 2026, buying an estimated $531K and bringing the position to 6,230 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #1362.

Integrated Wealth Concepts first reported a position in PCTY in Q2 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Integrated Wealth Concepts held 6,230 shares of Paylocity worth $673K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,324 Paylocity shares in Q1 2026, an estimated $531K.
  • Paylocity made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1362 holding.
  • Integrated Wealth Concepts first reported a position in Paylocity in Q2 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.