Beaird Harris Wealth Management’s Pegasystems PEGA Stock Holding History

Beaird Harris 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	$4.71K	Buy	+157	New	+$5.62K	﹤0.01%	453

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

Beaird Harris Wealth Management's PEGA Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Pegasystems (PEGA) in Q2 2026: 157 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Beaird Harris Wealth Management held 157 shares of Pegasystems worth $4.71K as of Q2 2026.
Pegasystems was a new Beaird Harris Wealth Management position in Q2 2026.
Pegasystems made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #453 holding.
437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.