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RFG Advisory’s Paylocity PCTY Stock Holding History

RFG Advisory’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 		$1.16M Buy
+11,096
New +$1.18M 0.02% 523

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RFG Advisory's PCTY Position: Q2 2026 in Review

RFG Advisory opened a new position in Paylocity (PCTY) in Q2 2026: 11,096 shares worth $1.16M. The stake represents 0.02% of the portfolio and ranks #523 among its holdings.

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

  • RFG Advisory held 11,096 shares of Paylocity worth $1.16M as of Q2 2026.
  • Paylocity was a new RFG Advisory position in Q2 2026.
  • Paylocity made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #523 holding.
  • 43 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.