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Colonial Trust’s Pegasystems PEGA Stock Holding History

Colonial 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 		$8.38K Buy
275
+17
+7% +$608 ﹤0.01% 789
2026
Q1 		$11K Buy
258
+150
+139% +$6.96K ﹤0.01% 756
2025
Q4 		$6.45K Hold
108
– – ﹤0.01% 819
2025
Q3 		$6.21K Hold
108
– – ﹤0.01% 805
2025
Q2 		$5.85K Sell
108
-28
-21% -$1.27K ﹤0.01% 811
2025
Q1 		$4.73K Buy
136
+62
+84% +$2.74K ﹤0.01% 834
2024
Q4 		$3.45K Hold
74
– – ﹤0.01% 1130
2024
Q3 		$2.67K Buy
+74
New +$2.44K ﹤0.01% 982

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

Colonial Trust's PEGA Position: Q2 2026 in Review

Colonial Trust increased its Pegasystems (PEGA) stake by 6.6% in Q2 2026, buying an estimated $608 and bringing the position to 275 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Colonial Trust first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $11K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Colonial Trust held 275 shares of Pegasystems worth $8.38K as of Q2 2026.
  • Colonial Trust bought 17 Pegasystems shares in Q2 2026, an estimated $608.
  • Pegasystems made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #789 holding.
  • Colonial Trust first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Pegasystems position peaked at $11K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.