Mirabella Financial Services’s Paylocity PCTY Stock Holding History

Mirabella Financial Services’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	-2,233	Closed	-$241K	–	1046
2026 Q1	$241K	Sell	2,233 -35	-2%	-$4.29K	0.02%	672
2025 Q4	$346K	Buy	+2,268	New	+$337K	0.03%	401
2024 Q1	–	Sell	-2,973	Closed	-$491K	–	667
2023 Q4	$491K	Buy	+2,973	New	+$501K	0.07%	212
2023 Q3	–	Sell	-1,722	Closed	-$318K	–	562
2023 Q2	$318K	Buy	+1,722	New	+$315K	0.03%	355
2022 Q3	–	Sell	-1,840	Closed	-$321K	–	501
2022 Q2	$321K	Buy	+1,840	New	+$335K	0.03%	313
2022 Q1	–	Sell	-1,113	Closed	-$263K	–	654
2021 Q4	$263K	Buy	+1,113	New	+$295K	0.03%	311

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's PCTY Position: Q2 2026 in Review

Mirabella Financial Services sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 2,233 shares — an estimated $241K sold.

Mirabella Financial Services first reported a position in PCTY in Q4 2021 and held it in 6 quarters. The position peaked at $491K in Q4 2023. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Mirabella Financial Services reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 2,233 Paylocity shares in Q2 2026, an estimated $241K.
Mirabella Financial Services first reported a position in Paylocity in Q4 2021 and held it in 6 quarters.
Mirabella Financial Services's Paylocity position peaked at $491K in Q4 2023.
468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.