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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

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

JFS Wealth Advisors's PCTY Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Paylocity (PCTY) stake by 71% in Q2 2026, selling an estimated $533 and leaving 2 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

JFS Wealth Advisors first reported a position in PCTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q3 2022. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • JFS Wealth Advisors held 2 shares of Paylocity worth $210 as of Q2 2026.
  • JFS Wealth Advisors sold 5 Paylocity shares in Q2 2026, an estimated $533.
  • Paylocity made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2136 holding.
  • JFS Wealth Advisors first reported a position in Paylocity in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Paylocity position peaked at $5K in Q3 2022.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.