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Johnson Financial Group Inc (Wisconsin)’s Paylocity PCTY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-1,005
Closed -$188K – 859
2025
Q1 		$188K Buy
1,005
+655
+187% +$131K 0.01% 360
2024
Q4 		$71.9K Buy
+350
New +$67K ﹤0.01% 422
2024
Q3 		– Sell
-7
Closed -$923 – 1014
2024
Q2 		$923 Buy
+7
New +$1.08K ﹤0.01% 749

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PCTY Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Paylocity (PCTY) in Q2 2025, closing a stake of 1,005 shares — an estimated $188K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PCTY in Q2 2024 and held it in 3 quarters. The position peaked at $188K in Q1 2025. 489 funds tracked by Wall St. Rank hold PCTY as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Paylocity position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,005 Paylocity shares in Q2 2025, an estimated $188K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Paylocity in Q2 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Paylocity position peaked at $188K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Paylocity as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.