BHWM
PEGA icon

Bay Harbor Wealth Management’s Pegasystems PEGA Stock Holding History

Bay Harbor Wealth Management’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 		$240 Sell
8
-13
-62% -$465 ﹤0.01% 1162
2026
Q1 		$893 Buy
21
+12
+133% +$557 ﹤0.01% 808
2025
Q4 		$537 Buy
9
+2
+29% +$117 ﹤0.01% 833
2025
Q3 		$402 Buy
7
+1
+17% +$55 ﹤0.01% 802
2025
Q2 		$324 Buy
6
+4
+200% +$181 ﹤0.01% 774
2025
Q1 		$69 Buy
+2
New +$88 ﹤0.01% 959

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

Bay Harbor Wealth Management's PEGA Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Pegasystems (PEGA) stake by 62% in Q2 2026, selling an estimated $465 and leaving 8 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Bay Harbor Wealth Management first reported a position in PEGA in Q1 2025 and has held it in 6 quarters since. The position peaked at $893 in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Pegasystems worth $240 as of Q2 2026.
  • Bay Harbor Wealth Management sold 13 Pegasystems shares in Q2 2026, an estimated $465.
  • Pegasystems made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1162 holding.
  • Bay Harbor Wealth Management first reported a position in Pegasystems in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Pegasystems position peaked at $893 in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.