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Wedmont Private Capital’s Paylocity PCTY Stock Holding History

Wedmont Private Capital’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
Q3 		$301K Hold
1,970
– – 0.01% 777
2026
Q2 		$233K Sell
1,970
-132
-6% -$14.1K 0.01% 857
2026
Q1 		$215K Buy
2,102
+529
+34% +$64.9K 0.01% 787
2025
Q4 		$241K Buy
+1,573
New +$234K 0.01% 714

Other funds holding PCTY

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Wedmont Private Capital's PCTY Position: Q3 2026 in Review

Wedmont Private Capital held its Paylocity (PCTY) position steady in Q3 2026 at 1,970 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #777.

Wedmont Private Capital first reported a position in PCTY in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Wedmont Private Capital held 1,970 shares of Paylocity worth $301K as of Q3 2026.
  • Wedmont Private Capital left its Paylocity share count unchanged in Q3 2026.
  • Paylocity made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #777 holding.
  • Wedmont Private Capital first reported a position in Paylocity in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.