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BOLTON SECURITIES CORPORATION’s Paylocity PCTY Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$10.8K Buy
+100
New +$12.3K ﹤0.01% 1602
2025
Q3 		$30.3K Buy
+190
New +$33.6K ﹤0.01% 1285
2025
Q1 		$35.6K Buy
+190
New +$38K ﹤0.01% 1135

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PCTY Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Paylocity (PCTY) in Q1 2026: 100 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PCTY as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PCTY in Q1 2025 and has held it in 3 quarters since. The position peaked at $35.6K in Q1 2025. 451 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 100 shares of Paylocity worth $10.8K as of Q1 2026.
  • Paylocity was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Paylocity made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1602 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Paylocity in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Paylocity position peaked at $35.6K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.