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Blue Trust Inc’s Pegasystems PEGA Stock Holding History

Blue Trust Inc’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 		$88.1K Buy
2,939
+711
+32% +$25.4K ﹤0.01% 1099
2026
Q1 		$94.8K Buy
2,228
+1,132
+103% +$52.6K ﹤0.01% 1058
2025
Q4 		$65.5K Buy
1,096
+414
+61% +$24.3K ﹤0.01% 1246
2025
Q3 		$39.2K Buy
682
+614
+903% +$33.8K ﹤0.01% 1489
2025
Q2 		$3.68K Buy
68
+30
+79% +$1.36K ﹤0.01% 2052
2025
Q1 		$1.32K Hold
38
– – ﹤0.01% 2261
2024
Q4 		$1.77K Sell
38
-122
-76% -$5.22K ﹤0.01% 2222
2024
Q3 		$4.84K Buy
160
+106
+196% +$3.49K ﹤0.01% 2409
2024
Q2 		$1.75K Buy
54
+16
+42% +$480 ﹤0.01% 2462
2024
Q1 		$1.23K Hold
38
– – ﹤0.01% 1906
2023
Q4 		$1K Hold
38
– – ﹤0.01% 2384
2023
Q3 		$1K Buy
+38
New +$930 ﹤0.01% 1948
2023
Q2 		– Sell
-400
Closed -$7K – 2401
2023
Q1 		$7K Buy
400
+130
+48% +$2.74K ﹤0.01% 1708
2022
Q4 		$4K Buy
270
+252
+1,400% +$4.36K ﹤0.01% 1804
2022
Q3 		$0 Buy
18
+4
+29% +$81 ﹤0.01% 2260
2022
Q2 		$1K Buy
+14
New +$419 ﹤0.01% 1811

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

Blue Trust Inc's PEGA Position: Q2 2026 in Review

Blue Trust Inc increased its Pegasystems (PEGA) stake by 32% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,939 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Blue Trust Inc first reported a position in PEGA in Q2 2022 and has held it in 16 quarters since. The position peaked at $94.8K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Blue Trust Inc held 2,939 shares of Pegasystems worth $88.1K as of Q2 2026.
  • Blue Trust Inc bought 711 Pegasystems shares in Q2 2026, an estimated $25.4K.
  • Pegasystems made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1099 holding.
  • Blue Trust Inc first reported a position in Pegasystems in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Pegasystems position peaked at $94.8K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.