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JPL Wealth Management’s Paylocity PCTY Stock Holding History

JPL 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 		$16.2K Buy
155
+56
+57% +$5.96K ﹤0.01% 476
2026
Q1 		$10.7K Buy
+99
New +$12.1K ﹤0.01% 518
2025
Q4 		– Sell
-76
Closed -$12.1K – 827
2025
Q3 		$12.1K Buy
+76
New +$13.5K ﹤0.01% 507

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 40.89% 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

JPL Wealth Management's PCTY Position: Q2 2026 in Review

JPL Wealth Management increased its Paylocity (PCTY) stake by 57% in Q2 2026, buying an estimated $5.96K and bringing the position to 155 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

JPL Wealth Management first reported a position in PCTY in Q3 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • JPL Wealth Management held 155 shares of Paylocity worth $16.2K as of Q2 2026.
  • JPL Wealth Management bought 56 Paylocity shares in Q2 2026, an estimated $5.96K.
  • Paylocity made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #476 holding.
  • JPL Wealth Management first reported a position in Paylocity in Q3 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.