Peterson Wealth Services
PCTY icon

Peterson Wealth Services’s Paylocity PCTY Stock Holding History

Peterson Wealth 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
Q3 		$2.99K Hold
21
– – ﹤0.01% 200
2026
Q2 		$2.2K Sell
21
-3,196
-99% -$340K ﹤0.01% 226
2026
Q1 		$348K Buy
3,217
+3,159
+5,447% +$388K 0.09% 105
2025
Q4 		$8.84K Sell
58
-58
-50% -$8.63K ﹤0.01% 184
2025
Q3 		$622K Sell
116
-3,658
-97% -$648K 0.15% 85
2025
Q2 		$684K Sell
3,774
-3
-0.1% -$563 0.19% 82
2025
Q1 		$708K Sell
3,777
-1,222
-24% -$244K 0.22% 67
2024
Q4 		$997K Buy
4,999
+261
+6% +$50K 0.3% 67
2024
Q3 		$782K Buy
4,738
+572
+14% +$87K 0.25% 77
2024
Q2 		$549K Buy
4,166
+545
+15% +$84.4K 0.19% 85
2024
Q1 		$622K Buy
+3,621
New +$598K 0.23% 82

Other funds holding PCTY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Peterson Wealth Services's PCTY Position: Q3 2026 in Review

Peterson Wealth Services held its Paylocity (PCTY) position steady in Q3 2026 at 21 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Peterson Wealth Services first reported a position in PCTY in Q1 2024 and has held it in 11 quarters since. The position peaked at $997K in Q4 2024. 403 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Peterson Wealth Services held 21 shares of Paylocity worth $2.99K as of Q3 2026.
  • Peterson Wealth Services left its Paylocity share count unchanged in Q3 2026.
  • Paylocity made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #200 holding.
  • Peterson Wealth Services first reported a position in Paylocity in Q1 2024 and has held it in 11 quarters since.
  • Peterson Wealth Services's Paylocity position peaked at $997K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.