CIBC Private Wealth Group
PEGA icon

CIBC Private Wealth Group’s Pegasystems PEGA Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$128K Buy
2,151
+25
+1% +$1.46K ﹤0.01% 1396
2025
Q3 		$122K Buy
2,126
+1,642
+339% +$90.5K ﹤0.01% 1405
2025
Q2 		$26.2K Sell
484
-256
-35% -$11.6K ﹤0.01% 1917
2025
Q1 		$23.1K Buy
740
+220
+42% +$9.73K ﹤0.01% 1941
2024
Q4 		$25K Hold
520
– – ﹤0.01% 1964
2024
Q3 		$19K Hold
520
– – ﹤0.01% 2180
2024
Q2 		$15.3K Hold
520
– – ﹤0.01% 2136
2024
Q1 		$16.3K Buy
+520
New +$14.6K ﹤0.01% 2113

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

CIBC Private Wealth Group's PEGA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Pegasystems (PEGA) stake by 1.2% in Q4 2025, buying an estimated $1.46K and bringing the position to 2,151 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

CIBC Private Wealth Group first reported a position in PEGA in Q1 2024 and has held it in 8 quarters since. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • CIBC Private Wealth Group held 2,151 shares of Pegasystems worth $128K as of Q4 2025.
  • CIBC Private Wealth Group bought 25 Pegasystems shares in Q4 2025, an estimated $1.46K.
  • Pegasystems made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1396 holding.
  • CIBC Private Wealth Group first reported a position in Pegasystems in Q1 2024 and has held it in 8 quarters since.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.