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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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 $124B AUM 33.93% 1-Year Est. Return

JPL Wealth Management's PCTY Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Paylocity (PCTY) in Q1 2026: 99 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PCTY as recently as Q3 2025.

JPL Wealth Management first reported a position in PCTY in Q3 2025 and has held it in 2 quarters since. The position peaked at $12.1K in Q3 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • JPL Wealth Management held 99 shares of Paylocity worth $10.7K as of Q1 2026.
  • Paylocity was a new JPL Wealth Management position in Q1 2026.
  • Paylocity made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #518 holding.
  • JPL Wealth Management first reported a position in Paylocity in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Paylocity position peaked at $12.1K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.