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Sunbelt Securities’s Paylocity PCTY Stock Holding History

Sunbelt Securities’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 		$864 Sell
8
-2
-20% -$245 ﹤0.01% 2131
2025
Q4 		$1.52K Sell
10
-2
-17% -$298 ﹤0.01% 1949
2025
Q3 		$1.91K Buy
+12
New +$2.13K ﹤0.01% 1877
2024
Q3 		– Sell
-104
Closed -$13.7K – 1889
2024
Q2 		$13.7K Hold
104
– – ﹤0.01% 1201
2024
Q1 		$17.9K Buy
+104
New +$17.2K ﹤0.01% 1113

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

Sunbelt Securities's PCTY Position: Q1 2026 in Review

Sunbelt Securities reduced its Paylocity (PCTY) stake by 20% in Q1 2026, selling an estimated $245 and leaving 8 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Sunbelt Securities first reported a position in PCTY in Q1 2024 and has held it in 5 quarters since. The position peaked at $17.9K in Q1 2024. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Sunbelt Securities held 8 shares of Paylocity worth $864 as of Q1 2026.
  • Sunbelt Securities sold 2 Paylocity shares in Q1 2026, an estimated $245.
  • Paylocity made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2131 holding.
  • Sunbelt Securities first reported a position in Paylocity in Q1 2024 and has held it in 5 quarters since.
  • Sunbelt Securities's Paylocity position peaked at $17.9K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.