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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's PCTY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Paylocity (PCTY) stake by 126% in Q1 2026, buying an estimated $4.17K and bringing the position to 61 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Pinnacle Wealth Planning Services first reported a position in PCTY in Q4 2020 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 61 shares of Paylocity worth $6.59K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 34 Paylocity shares in Q1 2026, an estimated $4.17K.
  • Paylocity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2170 holding.
  • Pinnacle Wealth Planning Services first reported a position in Paylocity in Q4 2020 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.