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Meramec Financial Planners’s Paylocity PCTY Stock Holding History

Meramec Financial Planners’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 		– Sell
-114
Closed -$11.8K – 603
2026
Q1 		$11.8K Buy
114
+60
+111% +$7.36K ﹤0.01% 314
2025
Q4 		$6.36K Buy
+54
New +$8.03K ﹤0.01% 374

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 40.91% 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

Meramec Financial Planners's PCTY Position: Q2 2026 in Review

Meramec Financial Planners sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 114 shares — an estimated $11.8K sold.

Meramec Financial Planners first reported a position in PCTY in Q4 2025 and held it in 2 quarters. The position peaked at $11.8K in Q1 2026. 465 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Meramec Financial Planners reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 114 Paylocity shares in Q2 2026, an estimated $11.8K.
  • Meramec Financial Planners first reported a position in Paylocity in Q4 2025 and held it in 2 quarters.
  • Meramec Financial Planners's Paylocity position peaked at $11.8K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.