Superior Planning, LLC’s Pegasystems PEGA Stock Holding History

Superior Planning, LLC’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.02K	Buy	+181	New	+$5.99K	﹤0.01%	1128

Other funds holding PEGA

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's PEGA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pegasystems (PEGA) in Q3 2026: 181 shares worth $6.02K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings.

265 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

Superior Planning, LLC held 181 shares of Pegasystems worth $6.02K as of Q3 2026.
Pegasystems was a new Superior Planning, LLC position in Q3 2026.
Pegasystems made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1128 holding.
265 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.