JFA
PCTY icon

JNBA Financial Advisors’s Paylocity PCTY Stock Holding History

JNBA Financial 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
Q1 		$1.19K Buy
+11
New +$1.35K ﹤0.01% 776
2025
Q1 		– Sell
-4
Closed -$798 – 671
2024
Q4 		$798 Hold
4
– – ﹤0.01% 626
2024
Q3 		$660 Hold
4
– – ﹤0.01% 635
2024
Q2 		$528 Hold
4
– – ﹤0.01% 619
2024
Q1 		$688 Hold
4
– – ﹤0.01% 644
2023
Q4 		$660 Hold
4
– – ﹤0.01% 666
2023
Q3 		$727 Hold
4
– – ﹤0.01% 688
2023
Q2 		$739 Hold
4
– – ﹤0.01% 675
2023
Q1 		$796 Buy
+4
New +$787 ﹤0.01% 680

Other funds holding PCTY

BlackRock
BlackRock New York $5.7T 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 $141B 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 $121B AUM 33.93% 1-Year Est. Return