CFMC
PEGA icon

Curbstone Financial Management Corp’s Pegasystems PEGA Stock Holding History

Curbstone Financial Management Corp’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 		$1.08M Hold
35,904
– – 0.18% 111
2026
Q1 		$1.53M Hold
35,904
– – 0.29% 75
2025
Q4 		$2.14M Buy
+35,904
New +$2.1M 0.41% 57

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

Curbstone Financial Management Corp's PEGA Position: Q2 2026 in Review

Curbstone Financial Management Corp held its Pegasystems (PEGA) position steady in Q2 2026 at 35,904 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #111.

Curbstone Financial Management Corp first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Curbstone Financial Management Corp held 35,904 shares of Pegasystems worth $1.08M as of Q2 2026.
  • Curbstone Financial Management Corp left its Pegasystems share count unchanged in Q2 2026.
  • Pegasystems made up 0.18% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #111 holding.
  • Curbstone Financial Management Corp first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • Curbstone Financial Management Corp's Pegasystems position peaked at $2.14M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.