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Advisor Resource Council’s Pegasystems PEGA Stock Holding History

Advisor Resource Council’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 		$322K Buy
10,285
+3,490
+51% +$125K 0.09% 193
2026
Q1 		$289K Buy
6,795
+1,010
+17% +$46.9K 0.09% 182
2025
Q4 		$252K Buy
+5,785
New +$339K 0.09% 205

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Advisor Resource Council's PEGA Position: Q2 2026 in Review

Advisor Resource Council increased its Pegasystems (PEGA) stake by 51% in Q2 2026, buying an estimated $125K and bringing the position to 10,285 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #193.

Advisor Resource Council first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Advisor Resource Council held 10,285 shares of Pegasystems worth $322K as of Q2 2026.
  • Advisor Resource Council bought 3,490 Pegasystems shares in Q2 2026, an estimated $125K.
  • Pegasystems made up 0.09% of Advisor Resource Council's portfolio in Q2 2026, its #193 holding.
  • Advisor Resource Council first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.