SYM Financial Corp
PCTY icon

SYM Financial Corp’s Paylocity PCTY Stock Holding History

SYM Financial Corp’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
Q3 		$247K Buy
+1,731
New +$242K 0.02% 342

Other funds holding PCTY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

SYM Financial Corp's PCTY Position: Q3 2026 in Review

SYM Financial Corp opened a new position in Paylocity (PCTY) in Q3 2026: 1,731 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings.

242 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • SYM Financial Corp held 1,731 shares of Paylocity worth $247K as of Q3 2026.
  • Paylocity was a new SYM Financial Corp position in Q3 2026.
  • Paylocity made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #342 holding.
  • 242 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.