Zions Bancorporation, National Association’s Paylocity PCTY Stock Holding History

Zions Bancorporation, National Association’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	$285K	Sell	2,726 -3,907	-59%	-$416K	0.02%	329
2026 Q1	$717K	Sell	6,633 -4,113	-38%	-$505K	0.05%	215
2025 Q4	$1.64M	Sell	10,746 -1,331	-11%	-$198K	0.08%	173
2025 Q3	$1.92M	Sell	12,077 -1,795	-13%	-$318K	0.1%	149
2025 Q2	$2.51M	Sell	13,872 -60	-0.4%	-$11.3K	0.14%	130
2025 Q1	$2.61M	Buy	+13,932	New	+$2.78M	0.16%	121

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Zions Bancorporation, National Association's PCTY Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Paylocity (PCTY) stake by 59% in Q2 2026, selling an estimated $416K and leaving 2,726 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #329.

Zions Bancorporation, National Association first reported a position in PCTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.61M in Q1 2025. 142 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Zions Bancorporation, National Association held 2,726 shares of Paylocity worth $285K as of Q2 2026.
Zions Bancorporation, National Association sold 3,907 Paylocity shares in Q2 2026, an estimated $416K.
Paylocity made up 0.02% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #329 holding.
Zions Bancorporation, National Association first reported a position in Paylocity in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Paylocity position peaked at $2.61M in Q1 2025.
142 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.