Creative Financial Designs’s Pegasystems PEGA Stock Holding History

Creative Financial Designs’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	-60	Closed	-$2.55K	–	2322
2026 Q1	$2.55K	Buy	60 +18	+43%	+$836	﹤0.01%	1735
2025 Q4	$2.51K	Hold	42	–	–	﹤0.01%	1655
2025 Q3	$2.42K	Hold	42	–	–	﹤0.01%	1672
2025 Q2	$2.27K	Hold	42	–	–	﹤0.01%	1666
2025 Q1	$1.46K	Buy	+42	New	+$1.86K	﹤0.01%	1719

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 $3.38T AUM 44.17% 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

Creative Financial Designs's PEGA Position: Q2 2026 in Review

Creative Financial Designs sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 60 shares — an estimated $2.55K sold.

Creative Financial Designs first reported a position in PEGA in Q1 2025 and held it in 5 quarters. The position peaked at $2.55K in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Creative Financial Designs reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 60 Pegasystems shares in Q2 2026, an estimated $2.55K.
Creative Financial Designs first reported a position in Pegasystems in Q1 2025 and held it in 5 quarters.
Creative Financial Designs's Pegasystems position peaked at $2.55K in Q1 2026.
436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.