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 Q2	$314	Buy	3 +1	+50%	+$107	﹤0.01%	1605
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's PCTY Position: Q2 2026 in Review

TD Private Client Wealth increased its Paylocity (PCTY) stake by 50% in Q2 2026, buying an estimated $107 and bringing the position to 3 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

TD Private Client Wealth first reported a position in PCTY in Q4 2019 and has held it in 15 quarters since. The position peaked at $213K in Q3 2021. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

TD Private Client Wealth held 3 shares of Paylocity worth $314 as of Q2 2026.
TD Private Client Wealth bought 1 Paylocity share in Q2 2026, an estimated $107.
Paylocity made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1605 holding.
TD Private Client Wealth first reported a position in Paylocity in Q4 2019 and has held it in 15 quarters since.
TD Private Client Wealth's Paylocity position peaked at $213K in Q3 2021.
468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.