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Tompkins Financial’s Paylocity PCTY Stock Holding History

Tompkins Financial’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 		– Sell
-500
Closed -$76.3K – 650
2025
Q4 		$76.3K Hold
500
– – 0.01% 277
2025
Q3 		$79.6K Hold
500
– – 0.01% 274
2025
Q2 		$90.6K Hold
500
– – 0.01% 255
2025
Q1 		$93.7K Hold
500
– – 0.01% 269
2024
Q4 		$99.7K Hold
500
– – 0.01% 258
2024
Q3 		$82.5K Buy
+500
New +$76K 0.01% 288

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

Tompkins Financial's PCTY Position: Q1 2026 in Review

Tompkins Financial sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 500 shares — an estimated $76.3K sold.

Tompkins Financial first reported a position in PCTY in Q3 2024 and held it in 6 quarters. The position peaked at $99.7K in Q4 2024. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Tompkins Financial reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Tompkins Financial sold 500 Paylocity shares in Q1 2026, an estimated $76.3K.
  • Tompkins Financial first reported a position in Paylocity in Q3 2024 and held it in 6 quarters.
  • Tompkins Financial's Paylocity position peaked at $99.7K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.