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Cornerstone Planning Group’s Pegasystems PEGA Stock Holding History

Cornerstone Planning 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
2026
Q2 		$12.4K Buy
477
+22
+5% +$787 ﹤0.01% 821
2026
Q1 		$16.8K Buy
+455
New +$21.1K ﹤0.01% 724
2022
Q4 		$496 Buy
+26
New +$450 ﹤0.01% 1458

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 Planning Group's PEGA Position: Q2 2026 in Review

Cornerstone Planning Group increased its Pegasystems (PEGA) stake by 4.8% in Q2 2026, buying an estimated $787 and bringing the position to 477 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Cornerstone Planning Group first reported a position in PEGA in Q4 2022 and has held it in 3 quarters since. The position peaked at $16.8K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Cornerstone Planning Group held 477 shares of Pegasystems worth $12.4K as of Q2 2026.
  • Cornerstone Planning Group bought 22 Pegasystems shares in Q2 2026, an estimated $787.
  • Pegasystems made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #821 holding.
  • Cornerstone Planning Group first reported a position in Pegasystems in Q4 2022 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Pegasystems position peaked at $16.8K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.