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Bell Investment Advisors’s Pegasystems PEGA Stock Holding History

Bell Investment Advisors’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 		$8.48K Buy
283
+38
+16% +$1.36K ﹤0.01% 768
2026
Q1 		$10.4K Buy
245
+77
+46% +$3.58K ﹤0.01% 665
2025
Q4 		$10K Hold
168
– – ﹤0.01% 693
2025
Q3 		$9.66K Hold
168
– – ﹤0.01% 654
2025
Q2 		$9.09K Buy
168
+14
+9% +$634 ﹤0.01% 712
2025
Q1 		$5.35K Hold
154
– – ﹤0.01% 880
2024
Q4 		$7.18K Hold
154
– – ﹤0.01% 747
2024
Q3 		$5.63K Hold
154
– – ﹤0.01% 873
2024
Q2 		$4.66K Sell
154
-40
-21% -$1.2K ﹤0.01% 957
2024
Q1 		$6.27K Buy
194
+40
+26% +$1.12K ﹤0.01% 805
2023
Q4 		$3.76K Hold
154
– – ﹤0.01% 1028
2023
Q3 		$3.34K Hold
154
– – ﹤0.01% 1017
2023
Q2 		$3.8K Hold
154
– – ﹤0.01% 964
2023
Q1 		$3.73K Sell
154
-22
-13% -$463 ﹤0.01% 931
2022
Q4 		$3.01K Buy
176
+48
+38% +$830 ﹤0.01% 1065
2022
Q3 		$2K Buy
128
+16
+14% +$325 ﹤0.01% 1182
2022
Q2 		$3K Buy
+112
New +$3.35K ﹤0.01% 997
2021
Q4 		$5K Buy
86
+26
+43% +$1.54K ﹤0.01% 787
2021
Q3 		$4K Buy
+60
New +$3.99K ﹤0.01% 813

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

Bell Investment Advisors's PEGA Position: Q2 2026 in Review

Bell Investment Advisors increased its Pegasystems (PEGA) stake by 16% in Q2 2026, buying an estimated $1.36K and bringing the position to 283 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Bell Investment Advisors first reported a position in PEGA in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.4K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Bell Investment Advisors held 283 shares of Pegasystems worth $8.48K as of Q2 2026.
  • Bell Investment Advisors bought 38 Pegasystems shares in Q2 2026, an estimated $1.36K.
  • Pegasystems made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #768 holding.
  • Bell Investment Advisors first reported a position in Pegasystems in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Pegasystems position peaked at $10.4K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.