JFS Wealth Advisors’s Paylocity PCTY Stock Holding History

JFS Wealth Advisors’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	$210	Sell	2 -5	-71%	-$533	﹤0.01%	2136
2026 Q1	$757	Sell	7 -5	-42%	-$614	﹤0.01%	1717
2025 Q4	$1.83K	Buy	12 +5	+71%	+$744	﹤0.01%	1576
2025 Q3	$1.11K	Buy	7 +2	+40%	+$354	﹤0.01%	1602
2025 Q2	$906	Sell	5 -16	-76%	-$3K	﹤0.01%	1594
2025 Q1	$3.94K	Buy	21 +2	+11%	+$400	﹤0.01%	1221
2024 Q4	$3.79K	Buy	19 +7	+58%	+$1.34K	﹤0.01%	1229
2024 Q3	$1.98K	Sell	12 -1	-8%	-$152	﹤0.01%	1498
2024 Q2	$1.72K	Sell	13 -2	-13%	-$310	﹤0.01%	1501
2024 Q1	$2.58K	Sell	15 -2	-12%	-$330	﹤0.01%	1347
2023 Q4	$2.8K	Sell	17 -3	-15%	-$505	﹤0.01%	1289
2023 Q3	$3.63K	Buy	20 +7	+54%	+$1.41K	﹤0.01%	1128
2023 Q2	$2.4K	Sell	13 -2	-13%	-$366	﹤0.01%	1316
2023 Q1	$2.98K	Hold	15	–	–	﹤0.01%	1209
2022 Q4	$2.91K	Sell	15 -5	-25%	-$1.07K	﹤0.01%	1222
2022 Q3	$5K	Buy	20 +12	+150%	+$2.76K	﹤0.01%	1001
2022 Q2	$1K	Sell	8 -6	-43%	-$1.09K	﹤0.01%	1610
2022 Q1	$3K	Buy	14 +8	+133%	+$1.62K	﹤0.01%	1293
2021 Q4	$1K	Buy	+6	New	+$1.59K	﹤0.01%	1501

Other funds holding PCTY

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return