TD Private Client Wealth’s Paylocity PCTY Stock Holding History

TD Private Client 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
2026 Q1	$216	Buy	+2	New	+$245	﹤0.01%	1567
2025 Q4	–	Sell	-5	Closed	-$796	–	1699
2025 Q3	$796	Buy	+5	New	+$885	﹤0.01%	1374
2024 Q1	–	Sell	-11	Closed	-$1.81K	–	1250
2023 Q4	$1.81K	Hold	11	–	–	﹤0.01%	1161
2023 Q3	$2K	Hold	11	–	–	﹤0.01%	1153
2023 Q2	$2.03K	Buy	+11	New	+$2.01K	﹤0.01%	1168
2022 Q1	–	Sell	-754	Closed	-$178K	–	1316
2021 Q4	$178K	Sell	754 -5	-0.7%	-$1.33K	0.01%	567
2021 Q3	$213K	Hold	759	–	–	0.01%	515
2021 Q2	$145K	Buy	759 +322	+74%	+$57.9K	0.01%	564
2021 Q1	$78.6K	Hold	437	–	–	﹤0.01%	631
2020 Q4	$90K	Hold	437	–	–	﹤0.01%	571
2020 Q3	$70.5K	Buy	437 +430	+6,143%	+$60.5K	﹤0.01%	567
2020 Q2	$1.02K	Hold	7	–	–	﹤0.01%	956
2020 Q1	$618	Hold	7	–	–	﹤0.01%	954
2019 Q4	$846	Buy	+7	New	+$767	﹤0.01%	958

Other funds holding PCTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Private Client Wealth's PCTY Position: Q1 2026 in Review

TD Private Client Wealth opened a new position in Paylocity (PCTY) in Q1 2026: 2 shares worth $216. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in PCTY as recently as Q3 2025.

TD Private Client Wealth first reported a position in PCTY in Q4 2019 and has held it in 14 quarters since. The position peaked at $213K in Q3 2021. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

TD Private Client Wealth held 2 shares of Paylocity worth $216 as of Q1 2026.
Paylocity was a new TD Private Client Wealth position in Q1 2026.
Paylocity made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1567 holding.
TD Private Client Wealth first reported a position in Paylocity in Q4 2019 and has held it in 14 quarters since.
TD Private Client Wealth's Paylocity position peaked at $213K in Q3 2021.
442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.