PWPS
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Pinnacle Wealth Planning Services’s Paylocity PCTY Stock Holding History

Pinnacle Wealth Planning 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 		$8.05K Buy
77
+16
+26% +$1.7K ﹤0.01% 2147
2026
Q1 		$6.59K Buy
61
+34
+126% +$4.17K ﹤0.01% 2170
2025
Q4 		$4.12K Buy
+27
New +$4.02K ﹤0.01% 2333
2021
Q1 		– Sell
-13
Closed -$3K – 1487
2020
Q4 		$3K Buy
+13
New +$2.5K ﹤0.01% 1845

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 40.89% 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

Pinnacle Wealth Planning Services's PCTY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Paylocity (PCTY) stake by 26% in Q2 2026, buying an estimated $1.7K and bringing the position to 77 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Pinnacle Wealth Planning Services first reported a position in PCTY in Q4 2020 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 77 shares of Paylocity worth $8.05K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 Paylocity shares in Q2 2026, an estimated $1.7K.
  • Paylocity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2147 holding.
  • Pinnacle Wealth Planning Services first reported a position in Paylocity in Q4 2020 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.