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Plante Moran Financial Advisors’s Paylocity PCTY Stock Holding History

Plante Moran Financial Advisors’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 		$941 Buy
+9
New +$959 ﹤0.01% 924
2022
Q3 		– Sell
-8
Closed -$1K – 1015
2022
Q2 		$1K Buy
+8
New +$1.46K ﹤0.01% 928

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's PCTY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Paylocity (PCTY) in Q2 2026: 9 shares worth $941. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PCTY as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in PCTY in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Plante Moran Financial Advisors held 9 shares of Paylocity worth $941 as of Q2 2026.
  • Paylocity was a new Plante Moran Financial Advisors position in Q2 2026.
  • Paylocity made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #924 holding.
  • Plante Moran Financial Advisors first reported a position in Paylocity in Q2 2022 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Paylocity position peaked at $1K in Q2 2022.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.