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Cornerstone Financial Management’s Pegasystems PEGA Stock Holding History

Cornerstone Financial Management’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 		$509 Sell
17
-9
-35% -$322 ﹤0.01% 1373
2026
Q1 		$1.11K Buy
26
+16
+160% +$743 ﹤0.01% 928
2025
Q4 		$597 Buy
+10
New +$586 ﹤0.01% 1097

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

Cornerstone Financial Management's PEGA Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Pegasystems (PEGA) stake by 35% in Q2 2026, selling an estimated $322 and leaving 17 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Cornerstone Financial Management first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Cornerstone Financial Management held 17 shares of Pegasystems worth $509 as of Q2 2026.
  • Cornerstone Financial Management sold 9 Pegasystems shares in Q2 2026, an estimated $322.
  • Pegasystems made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1373 holding.
  • Cornerstone Financial Management first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Pegasystems position peaked at $1.11K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.