Quaker Wealth Management
PCTY icon

Quaker Wealth Management’s Paylocity PCTY Stock Holding History

Quaker Wealth Management’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
Q3 		$998 Hold
7
– – ﹤0.01% 566
2026
Q2 		$732 Sell
7
-2
-22% -$213 ﹤0.01% 652
2026
Q1 		$973 Buy
9
+3
+50% +$368 ﹤0.01% 534
2025
Q4 		$915 Buy
+6
New +$893 ﹤0.01% 550

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Boston Trust Walden
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Quaker Wealth Management's PCTY Position: Q3 2026 in Review

Quaker Wealth Management held its Paylocity (PCTY) position steady in Q3 2026 at 7 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Quaker Wealth Management first reported a position in PCTY in Q4 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Quaker Wealth Management held 7 shares of Paylocity worth $998 as of Q3 2026.
  • Quaker Wealth Management left its Paylocity share count unchanged in Q3 2026.
  • Paylocity made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #566 holding.
  • Quaker Wealth Management first reported a position in Paylocity in Q4 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.