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Planning Strategies’s Paylocity PCTY Stock Holding History

Planning Strategies’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 		$1.04K Buy
+10
New +$1.06K ﹤0.01% 738

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
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 40.91% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Planning Strategies's PCTY Position: Q2 2026 in Review

Planning Strategies opened a new position in Paylocity (PCTY) in Q2 2026: 10 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

436 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Planning Strategies held 10 shares of Paylocity worth $1.04K as of Q2 2026.
  • Paylocity was a new Planning Strategies position in Q2 2026.
  • Paylocity made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #738 holding.
  • 436 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.