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Bogart Wealth LLC’s Pegasystems PEGA Stock Holding History

Bogart Wealth LLC’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 		$8.51K Buy
284
+239
+531% +$8.55K ﹤0.01% 1046
2026
Q1 		$1.92K Buy
45
+36
+400% +$1.67K ﹤0.01% 1287
2025
Q4 		$537 Hold
9
– – ﹤0.01% 1447
2025
Q3 		$518 Buy
+9
New +$496 ﹤0.01% 1422
2022
Q1 		– Sell
-20
Closed -$1K – 831
2021
Q4 		$1K Hold
20
– – ﹤0.01% 720
2021
Q3 		$1K Hold
20
– – ﹤0.01% 694
2021
Q2 		$1K Buy
20
+2
+11% +$126 ﹤0.01% 652
2021
Q1 		$1K Buy
+18
New +$1.18K ﹤0.01% 605

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PEGA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Pegasystems (PEGA) stake by 531% in Q2 2026, buying an estimated $8.55K and bringing the position to 284 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Bogart Wealth LLC first reported a position in PEGA in Q1 2021 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Bogart Wealth LLC held 284 shares of Pegasystems worth $8.51K as of Q2 2026.
  • Bogart Wealth LLC bought 239 Pegasystems shares in Q2 2026, an estimated $8.55K.
  • Pegasystems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1046 holding.
  • Bogart Wealth LLC first reported a position in Pegasystems in Q1 2021 and has held it in 8 quarters since.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.