Avion Wealth’s Pegasystems PEGA Stock Holding History

Avion Wealth’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	$1K	Buy	50 +39	+355%	+$1.4K	﹤0.01%	1307
2026 Q1	$0	Buy	+11	New	+$511	﹤0.01%	1511

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

Avion Wealth's PEGA Position: Q2 2026 in Review

Avion Wealth increased its Pegasystems (PEGA) stake by 355% in Q2 2026, buying an estimated $1.4K and bringing the position to 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Avion Wealth first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Avion Wealth held 50 shares of Pegasystems worth $1K as of Q2 2026.
Avion Wealth bought 39 Pegasystems shares in Q2 2026, an estimated $1.4K.
Pegasystems made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1307 holding.
Avion Wealth first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.