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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return