Jackson Thornton Wealth Management’s Paylocity PCTY Stock Holding History

Jackson Thornton 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	$356K	Buy	+3,406	New	+$363K	0.03%	228

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Thornton Wealth Management's PCTY Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Paylocity (PCTY) in Q2 2026: 3,406 shares worth $356K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings.

468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Jackson Thornton Wealth Management held 3,406 shares of Paylocity worth $356K as of Q2 2026.
Paylocity was a new Jackson Thornton Wealth Management position in Q2 2026.
Paylocity made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #228 holding.
468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.