Truist Financial
PCTY icon

Truist Financial’s Paylocity PCTY Stock Holding History

Truist 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
Q2 		$605K Buy
5,790
+244
+4% +$26K ﹤0.01% 2080
2026
Q1 		$599K Buy
5,546
+346
+7% +$42.5K ﹤0.01% 1973
2025
Q4 		$793K Sell
5,200
-16,254
-76% -$2.42M ﹤0.01% 1793
2025
Q3 		$3.42M Sell
21,454
-839
-4% -$149K ﹤0.01% 1070
2025
Q2 		$4.04M Sell
22,293
-135
-0.6% -$25.3K 0.01% 960
2025
Q1 		$4.2M Buy
22,428
+395
+2% +$78.9K 0.01% 901
2024
Q4 		$4.39M Buy
22,033
+1,398
+7% +$268K 0.01% 888
2024
Q3 		$3.4M Buy
20,635
+107
+0.5% +$16.3K 0.01% 993
2024
Q2 		$2.71M Sell
20,528
-4,585
-18% -$710K ﹤0.01% 1132
2024
Q1 		$4.32M Buy
25,113
+947
+4% +$156K 0.01% 937
2023
Q4 		$3.98M Sell
24,166
-141
-0.6% -$23.7K 0.01% 949
2023
Q3 		$4.42M Buy
24,307
+572
+2% +$115K 0.01% 881
2023
Q2 		$4.38M Buy
23,735
+3,685
+18% +$675K 0.01% 887
2023
Q1 		$3.99M Sell
20,050
-134
-0.7% -$26.4K 0.01% 915
2022
Q4 		$3.92M Buy
20,184
+311
+2% +$66.8K 0.01% 910
2022
Q3 		$4.8M Buy
19,873
+276
+1% +$63.4K 0.01% 808
2022
Q2 		$3.42M Sell
19,597
-4,753
-20% -$866K 0.01% 952
2022
Q1 		$5.01M Buy
24,350
+737
+3% +$149K 0.01% 883
2021
Q4 		$5.58M Sell
23,613
-28,127
-54% -$7.46M 0.01% 844
2021
Q3 		$14.5M Buy
51,740
+6,989
+16% +$1.68M 0.02% 505
2021
Q2 		$8.54M Buy
44,751
+2,057
+5% +$370K 0.01% 690
2021
Q1 		$7.68M Buy
42,694
+23,926
+127% +$4.56M 0.01% 688
2020
Q4 		$3.87M Buy
18,768
+1,542
+9% +$297K 0.01% 909
2020
Q3 		$2.78M Sell
17,226
-4,856
-22% -$684K 0.01% 942
2020
Q2 		$3.22M Buy
22,082
+2,499
+13% +$291K 0.01% 851
2020
Q1 		$1.73M Sell
19,583
-1,755
-8% -$220K ﹤0.01% 1038
2019
Q4 		$2.58M Buy
21,338
+18,476
+646% +$2.02M 0.01% 1015
2019
Q3 		$279K Buy
2,862
+130
+5% +$13.3K ﹤0.01% 688
2019
Q2 		$256K Buy
2,732
+397
+17% +$37.7K ﹤0.01% 717
2019
Q1 		$208K Buy
+2,335
New +$181K ﹤0.01% 730

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial's PCTY Position: Q2 2026 in Review

Truist Financial increased its Paylocity (PCTY) stake by 4.4% in Q2 2026, buying an estimated $26K and bringing the position to 5,790 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Truist Financial first reported a position in PCTY in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.5M in Q3 2021. 143 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Truist Financial held 5,790 shares of Paylocity worth $605K as of Q2 2026.
  • Truist Financial bought 244 Paylocity shares in Q2 2026, an estimated $26K.
  • Paylocity made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2080 holding.
  • Truist Financial first reported a position in Paylocity in Q1 2019 and has held it in 30 quarters since.
  • Truist Financial's Paylocity position peaked at $14.5M in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.