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PEGA icon

Allworth Financial’s Pegasystems PEGA Stock Holding History

Allworth Financial’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 		$42.3K Sell
1,412
-146
-9% -$5.22K ﹤0.01% 2636
2026
Q1 		$66.3K Sell
1,558
-49
-3% -$2.27K ﹤0.01% 2120
2025
Q4 		$96K Sell
1,607
-102
-6% -$5.97K ﹤0.01% 1785
2025
Q3 		$98.3K Buy
1,709
+601
+54% +$33.1K ﹤0.01% 1701
2025
Q2 		$60K Buy
1,108
+980
+766% +$44.4K ﹤0.01% 1846
2025
Q1 		$5.85K Buy
128
+68
+113% +$3.01K ﹤0.01% 2674
2024
Q4 		$3.2K Buy
60
+52
+650% +$2.22K ﹤0.01% 2967
2024
Q3 		$293 Hold
8
– – ﹤0.01% 3530
2024
Q2 		$239 Sell
8
-4
-33% -$120 ﹤0.01% 3531
2024
Q1 		$388 Sell
12
-4
-25% -$112 ﹤0.01% 3348
2023
Q4 		$391 Sell
16
-6
-27% -$140 ﹤0.01% 3185
2023
Q3 		$478 Buy
22
+6
+38% +$147 ﹤0.01% 3054
2023
Q2 		$395 Hold
16
– – ﹤0.01% 2938
2023
Q1 		$388 Sell
16
-22
-58% -$463 ﹤0.01% 2890
2022
Q4 		$651 Sell
38
-4
-10% -$69 ﹤0.01% 2566
2022
Q3 		$1K Buy
+42
New +$854 ﹤0.01% 2458
2022
Q2 		– Sell
-28
Closed -$1K – 2695
2022
Q1 		$1K Buy
+28
New +$1.26K ﹤0.01% 1984

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

Allworth Financial's PEGA Position: Q2 2026 in Review

Allworth Financial reduced its Pegasystems (PEGA) stake by 9.4% in Q2 2026, selling an estimated $5.22K and leaving 1,412 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Allworth Financial first reported a position in PEGA in Q1 2022 and has held it in 17 quarters since. The position peaked at $98.3K in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Allworth Financial held 1,412 shares of Pegasystems worth $42.3K as of Q2 2026.
  • Allworth Financial sold 146 Pegasystems shares in Q2 2026, an estimated $5.22K.
  • Pegasystems made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2636 holding.
  • Allworth Financial first reported a position in Pegasystems in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Pegasystems position peaked at $98.3K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.