Planning Strategies Inc.’s Paylocity PCTY Stock Holding History

Planning Strategies Inc.’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	$1.04K	Buy	+10	New	+$1.06K	﹤0.01%	738

Other funds holding PCTY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Planning Strategies Inc.'s PCTY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Paylocity (PCTY) in Q2 2026: 10 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

118 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Planning Strategies Inc. held 10 shares of Paylocity worth $1.04K as of Q2 2026.
Paylocity was a new Planning Strategies Inc. position in Q2 2026.
Paylocity made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #738 holding.
118 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.