EWA
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EP Wealth Advisors’s Pegasystems PEGA Stock Holding History

EP Wealth Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
+4,450
New +$241K ﹤0.01% 1147
2025
Q1 		– Sell
-4,738
Closed -$221K – 1350
2024
Q4 		$221K Buy
+4,738
New +$221K ﹤0.01% 1025