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 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	–	2696
2022 Q1	$1K	Buy	+28	New	+$1.26K	﹤0.01%	1984

Other funds holding PEGA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return