Action Point Financial Planning’s Pegasystems PEGA Stock Holding History

Action Point Financial Planning’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 Q2	$2.07K	Buy	+69	New	+$2.47K	﹤0.01%	2249

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Action Point Financial Planning's PEGA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Pegasystems (PEGA) in Q2 2026: 69 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #2249 among its holdings.

433 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Action Point Financial Planning held 69 shares of Pegasystems worth $2.07K as of Q2 2026.
Pegasystems was a new Action Point Financial Planning position in Q2 2026.
Pegasystems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2249 holding.
433 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.