RWML
PCTY icon

RAFFA WEALTH MANAGEMENT, LLC’s Paylocity PCTY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$732 Buy
+7
New +$746 ﹤0.01% 1114
2020
Q3 		– Sell
-8
Closed -$1.17K – 902
2020
Q2 		$1.17K Hold
8
– – ﹤0.01% 613
2020
Q1 		$707 Buy
+8
New +$1K ﹤0.01% 677

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PCTY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Paylocity (PCTY) in Q2 2026: 7 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in PCTY as recently as Q2 2020.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PCTY in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.17K in Q2 2020. 114 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 7 shares of Paylocity worth $732 as of Q2 2026.
  • Paylocity was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Paylocity made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1114 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Paylocity in Q1 2020 and has held it in 3 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Paylocity position peaked at $1.17K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.