Steward Partners Investment Advisory
PCTY icon

Steward Partners Investment Advisory’s Paylocity PCTY Stock Holding History

Steward Partners Investment 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 		$1.04K Sell
10
-79
-89% -$8.41K ﹤0.01% 4371
2026
Q1 		$9.62K Hold
89
– – ﹤0.01% 3580
2025
Q4 		$13.6K Sell
89
-271
-75% -$40.3K ﹤0.01% 3311
2025
Q3 		$57.3K Buy
360
+80
+29% +$14.2K ﹤0.01% 2537
2025
Q2 		$50.7K Buy
280
+8
+3% +$1.5K ﹤0.01% 2474
2025
Q1 		$51K Sell
272
-2
-0.7% -$400 ﹤0.01% 2378
2024
Q4 		$54.7K Buy
274
+63
+30% +$12.1K ﹤0.01% 2289
2024
Q3 		$34.8K Buy
211
+204
+2,914% +$31K ﹤0.01% 2414
2024
Q2 		$923 Sell
7
-15
-68% -$2.32K ﹤0.01% 3404
2024
Q1 		$3.78K Buy
+22
New +$3.63K ﹤0.01% 3128
2023
Q3 		– Sell
-1,658
Closed -$306K – 3430
2023
Q2 		$306K Sell
1,658
-533
-24% -$97.6K ﹤0.01% 1112
2023
Q1 		$436K Buy
2,191
+1,214
+124% +$239K 0.01% 978
2022
Q4 		$190K Buy
977
+968
+10,756% +$208K ﹤0.01% 1259
2022
Q3 		$2K Sell
9
-14
-61% -$3.22K ﹤0.01% 3047
2022
Q2 		$4K Sell
23
-17
-43% -$3.1K ﹤0.01% 2860
2022
Q1 		$8K Sell
40
-86
-68% -$17.4K ﹤0.01% 2742
2021
Q4 		$30K Hold
126
– – ﹤0.01% 2147
2021
Q3 		$35K Sell
126
-94
-43% -$22.6K ﹤0.01% 2056
2021
Q2 		$42K Sell
220
-105
-32% -$18.9K ﹤0.01% 3687
2021
Q1 		$58.4K Buy
325
+218
+204% +$41.6K ﹤0.01% 1902
2020
Q4 		$22K Buy
107
+27
+34% +$5.2K ﹤0.01% 2017
2020
Q3 		$13K Buy
+80
New +$11.3K ﹤0.01% 2046

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's PCTY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Paylocity (PCTY) stake by 89% in Q2 2026, selling an estimated $8.41K and leaving 10 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4371.

Steward Partners Investment Advisory first reported a position in PCTY in Q3 2020 and has held it in 22 quarters since. The position peaked at $436K in Q1 2023. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Steward Partners Investment Advisory held 10 shares of Paylocity worth $1.04K as of Q2 2026.
  • Steward Partners Investment Advisory sold 79 Paylocity shares in Q2 2026, an estimated $8.41K.
  • Paylocity made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4371 holding.
  • Steward Partners Investment Advisory first reported a position in Paylocity in Q3 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Paylocity position peaked at $436K in Q1 2023.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.