SageView Advisory Group’s Paylocity PCTY Stock Holding History

SageView Advisory Group’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	–	Sell	-93	Closed	-$14.2K	–	1885
2025 Q4	$14.2K	Buy	+93	New	+$13.8K	﹤0.01%	1584

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's PCTY Position: Q1 2026 in Review

SageView Advisory Group sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 93 shares — an estimated $14.2K sold.

SageView Advisory Group first reported a position in PCTY in Q4 2025 and held it in 1 quarter. The position peaked at $14.2K in Q4 2025. 446 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

SageView Advisory Group reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 93 Paylocity shares in Q1 2026, an estimated $14.2K.
SageView Advisory Group first reported a position in Paylocity in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Paylocity position peaked at $14.2K in Q4 2025.
446 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.