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SVB Wealth’s Paylocity PCTY Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-328
Closed -$61.4K – 1284
2025
Q1 		$61.4K Buy
+328
New +$65.5K ﹤0.01% 488

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's PCTY Position: Q2 2025 in Review

SVB Wealth sold out of Paylocity (PCTY) in Q2 2025, closing a stake of 328 shares — an estimated $61.4K sold.

SVB Wealth first reported a position in PCTY in Q1 2025 and held it in 1 quarter. The position peaked at $61.4K in Q1 2025. 489 funds tracked by Wall St. Rank hold PCTY as of Q2 2025.

  • SVB Wealth reported no remaining Paylocity position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 328 Paylocity shares in Q2 2025, an estimated $61.4K.
  • SVB Wealth first reported a position in Paylocity in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Paylocity position peaked at $61.4K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Paylocity as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.