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Rialto Wealth Management’s Paylocity PCTY Stock Holding History

Rialto 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 		$523 Sell
5
-15
-75% -$1.6K ﹤0.01% 1685
2026
Q1 		$2.16K Buy
20
+19
+1,900% +$2.33K ﹤0.01% 835
2025
Q4 		$153 Sell
1
-2
-67% -$298 ﹤0.01% 1574
2025
Q3 		$478 Buy
3
+1
+50% +$177 ﹤0.01% 1266
2025
Q2 		$363 Buy
+2
New +$375 ﹤0.01% 1245

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 $3.37T 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

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

Rialto Wealth Management reduced its Paylocity (PCTY) stake by 75% in Q2 2026, selling an estimated $1.6K and leaving 5 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Rialto Wealth Management first reported a position in PCTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.16K in Q1 2026. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Rialto Wealth Management held 5 shares of Paylocity worth $523 as of Q2 2026.
  • Rialto Wealth Management sold 15 Paylocity shares in Q2 2026, an estimated $1.6K.
  • Paylocity made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1685 holding.
  • Rialto Wealth Management first reported a position in Paylocity in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Paylocity position peaked at $2.16K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.