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CreativeOne Wealth’s Pegasystems PEGA Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-4,361
Closed -$260K – 1243
2025
Q4 		$260K Buy
4,361
+101
+2% +$5.92K 0.01% 1012
2025
Q3 		$245K Sell
4,260
-491
-10% -$27.1K 0.01% 1033
2025
Q2 		$257K Buy
+4,751
New +$215K 0.01% 976

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CreativeOne Wealth's PEGA Position: Q1 2026 in Review

CreativeOne Wealth sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,361 shares — an estimated $260K sold.

CreativeOne Wealth first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $260K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • CreativeOne Wealth reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 4,361 Pegasystems shares in Q1 2026, an estimated $260K.
  • CreativeOne Wealth first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
  • CreativeOne Wealth's Pegasystems position peaked at $260K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.