Balance Wealth
PEGA icon

Balance Wealth’s Pegasystems PEGA Stock Holding History

Balance 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
Q3 		$499 Buy
+15
New +$496 ﹤0.01% 892

Other funds holding PEGA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's PEGA Position: Q3 2026 in Review

Balance Wealth opened a new position in Pegasystems (PEGA) in Q3 2026: 15 shares worth $499. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings.

315 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Balance Wealth held 15 shares of Pegasystems worth $499 as of Q3 2026.
  • Pegasystems was a new Balance Wealth position in Q3 2026.
  • Pegasystems made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #892 holding.
  • 315 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.