Larson Financial Group
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Larson Financial Group’s Paylocity PCTY Stock Holding History

Larson Financial Group’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
Q3 		$308K Buy
2,161
+666
+45% +$93.2K 0.01% 785
2026
Q2 		$156K Buy
1,495
+692
+86% +$73.7K ﹤0.01% 950
2026
Q1 		$86.8K Buy
803
+685
+581% +$84.1K ﹤0.01% 1061
2025
Q4 		$18K Buy
118
+71
+151% +$10.6K ﹤0.01% 1776
2025
Q3 		$7.49K Sell
47
-44
-48% -$7.79K ﹤0.01% 2177
2025
Q2 		$16.5K Buy
91
+76
+507% +$14.3K ﹤0.01% 1574
2025
Q1 		$2.81K Buy
15
+14
+1,400% +$2.8K ﹤0.01% 2059
2024
Q4 		$199 Hold
1
– – ﹤0.01% 2445
2024
Q3 		$165 Buy
+1
New +$152 ﹤0.01% 2422
2023
Q4 		– Sell
-7
Closed -$1.27K – 1882
2023
Q3 		$1.27K Buy
+7
New +$1.41K ﹤0.01% 1450

Other funds holding PCTY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Larson Financial Group's PCTY Position: Q3 2026 in Review

Larson Financial Group increased its Paylocity (PCTY) stake by 45% in Q3 2026, buying an estimated $93.2K and bringing the position to 2,161 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #785.

Larson Financial Group first reported a position in PCTY in Q3 2023 and has held it in 10 quarters since. 225 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Larson Financial Group held 2,161 shares of Paylocity worth $308K as of Q3 2026.
  • Larson Financial Group bought 666 Paylocity shares in Q3 2026, an estimated $93.2K.
  • Paylocity made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #785 holding.
  • Larson Financial Group first reported a position in Paylocity in Q3 2023 and has held it in 10 quarters since.
  • 225 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.