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 Q2	$2.19K	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	$8.85K	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Peterson Wealth Services's PCTY Position: Q2 2026 in Review

Peterson Wealth Services reduced its Paylocity (PCTY) stake by 99% in Q2 2026, selling an estimated $340K and leaving 21 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Peterson Wealth Services first reported a position in PCTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $997K in Q4 2024. 133 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Peterson Wealth Services held 21 shares of Paylocity worth $2.19K as of Q2 2026.
Peterson Wealth Services sold 3,196 Paylocity shares in Q2 2026, an estimated $340K.
Paylocity made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #226 holding.
Peterson Wealth Services first reported a position in Paylocity in Q1 2024 and has held it in 10 quarters since.
Peterson Wealth Services's Paylocity position peaked at $997K in Q4 2024.
133 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.