Clearstead Trust’s Pegasystems PEGA Stock Holding History

Clearstead Trust’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	–	Sell	-42	Closed	-$1.79K	–	1008
2026 Q1	$1.79K	Buy	+42	New	+$1.95K	﹤0.01%	893

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clearstead Trust's PEGA Position: Q2 2026 in Review

Clearstead Trust sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 42 shares — an estimated $1.79K sold.

Clearstead Trust first reported a position in PEGA in Q1 2026 and held it in 1 quarter. The position peaked at $1.79K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Clearstead Trust reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 42 Pegasystems shares in Q2 2026, an estimated $1.79K.
Clearstead Trust first reported a position in Pegasystems in Q1 2026 and held it in 1 quarter.
Clearstead Trust's Pegasystems position peaked at $1.79K in Q1 2026.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.