Sequoia Financial Advisors’s Paylocity PCTY Stock Holding History

Sequoia Financial Advisors’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	$319K	Buy	+3,055	New	+$325K	﹤0.01%	1632

Other funds holding PCTY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Sequoia Financial Advisors's PCTY Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Paylocity (PCTY) in Q2 2026: 3,055 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings.

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

Sequoia Financial Advisors held 3,055 shares of Paylocity worth $319K as of Q2 2026.
Paylocity was a new Sequoia Financial Advisors position in Q2 2026.
Paylocity made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1632 holding.
75 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.