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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
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

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

Larson Financial Group's PCTY Position: Q2 2026 in Review

Larson Financial Group increased its Paylocity (PCTY) stake by 86% in Q2 2026, buying an estimated $73.7K and bringing the position to 1,495 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Larson Financial Group first reported a position in PCTY in Q3 2023 and has held it in 9 quarters since. 470 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Larson Financial Group held 1,495 shares of Paylocity worth $156K as of Q2 2026.
  • Larson Financial Group bought 692 Paylocity shares in Q2 2026, an estimated $73.7K.
  • Paylocity made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #950 holding.
  • Larson Financial Group first reported a position in Paylocity in Q3 2023 and has held it in 9 quarters since.
  • 470 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.