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Raffa Wealth Management’s Paylocity PCTY Stock Holding History

Raffa 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
Q2 		$732 Buy
+7
New +$746 ﹤0.01% 1114
2020
Q3 		– Sell
-8
Closed -$1.17K – 902
2020
Q2 		$1.17K Hold
8
– – ﹤0.01% 613
2020
Q1 		$707 Buy
+8
New +$1K ﹤0.01% 677

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

Raffa Wealth Management's PCTY Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in Paylocity (PCTY) in Q2 2026: 7 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in PCTY as recently as Q2 2020.

Raffa Wealth Management first reported a position in PCTY in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.17K in Q2 2020. 436 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Raffa Wealth Management held 7 shares of Paylocity worth $732 as of Q2 2026.
  • Paylocity was a new Raffa Wealth Management position in Q2 2026.
  • Paylocity made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • Raffa Wealth Management first reported a position in Paylocity in Q1 2020 and has held it in 3 quarters since.
  • Raffa Wealth Management's Paylocity position peaked at $1.17K in Q2 2020.
  • 436 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.