AFWM
PEGA icon

Abich Financial Wealth Management’s Pegasystems PEGA Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$46.4K Buy
+807
New +$44.5K 0.02% 329
2024
Q3 		$2.78K Sell
76
-10
-12% -$329 0.01% 307
2024
Q2 		$2.6K Buy
+86
New +$2.58K ﹤0.01% 436

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Abich Financial Wealth Management's PEGA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Pegasystems (PEGA) in Q3 2025: 807 shares worth $46.4K. The stake represents 0.02% of the portfolio and ranks #329 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in PEGA as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in PEGA in Q2 2024 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Abich Financial Wealth Management held 807 shares of Pegasystems worth $46.4K as of Q3 2025.
  • Pegasystems was a new Abich Financial Wealth Management position in Q3 2025.
  • Pegasystems made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #329 holding.
  • Abich Financial Wealth Management first reported a position in Pegasystems in Q2 2024 and has held it in 3 quarters since.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.