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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rialto Wealth Management's PCTY Position: Q1 2026 in Review

Rialto Wealth Management increased its Paylocity (PCTY) stake by 1,900% in Q1 2026, buying an estimated $2.33K and bringing the position to 20 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Rialto Wealth Management first reported a position in PCTY in Q2 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Rialto Wealth Management held 20 shares of Paylocity worth $2.16K as of Q1 2026.
  • Rialto Wealth Management bought 19 Paylocity shares in Q1 2026, an estimated $2.33K.
  • Paylocity made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #835 holding.
  • Rialto Wealth Management first reported a position in Paylocity in Q2 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.