MBL Wealth
PCTY icon

MBL Wealth’s Paylocity PCTY Stock Holding History

MBL Wealth’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 		$287K Buy
+2,014
New +$282K 0.02% 486

Other funds holding PCTY

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

MBL Wealth's PCTY Position: Q3 2026 in Review

MBL Wealth opened a new position in Paylocity (PCTY) in Q3 2026: 2,014 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #486 among its holdings.

367 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • MBL Wealth held 2,014 shares of Paylocity worth $287K as of Q3 2026.
  • Paylocity was a new MBL Wealth position in Q3 2026.
  • Paylocity made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #486 holding.
  • 367 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.