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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Wedmont Private Capital's PCTY Position: Q2 2026 in Review

Wedmont Private Capital reduced its Paylocity (PCTY) stake by 6.3% in Q2 2026, selling an estimated $14.1K and leaving 1,970 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #857.

Wedmont Private Capital first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 212 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Wedmont Private Capital held 1,970 shares of Paylocity worth $233K as of Q2 2026.
  • Wedmont Private Capital sold 132 Paylocity shares in Q2 2026, an estimated $14.1K.
  • Paylocity made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #857 holding.
  • Wedmont Private Capital first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • Wedmont Private Capital's Paylocity position peaked at $241K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.