EWA
PEGA icon

EverSource Wealth Advisors’s Pegasystems PEGA Stock Holding History

EverSource Wealth Advisors’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 		$51.4K Sell
1,716
-1,538
-47% -$55K ﹤0.01% 1767
2026
Q1 		$138K Sell
3,254
-1,414
-30% -$65.7K ﹤0.01% 1246
2025
Q4 		$279K Sell
4,668
-130
-3% -$7.62K 0.01% 796
2025
Q3 		$276K Buy
4,798
+228
+5% +$12.6K 0.01% 759
2025
Q2 		$247K Buy
4,570
+3,750
+457% +$170K 0.01% 772
2025
Q1 		$28.5K Buy
820
+174
+27% +$7.7K ﹤0.01% 1504
2024
Q4 		$30.1K Buy
646
+298
+86% +$12.7K ﹤0.01% 1412
2024
Q3 		$12.7K Buy
348
+16
+5% +$527 ﹤0.01% 1736
2024
Q2 		$11.6K Buy
332
+14
+4% +$420 ﹤0.01% 1773
2024
Q1 		$9.45K Sell
318
-16
-5% -$449 ﹤0.01% 1720
2023
Q4 		$8.16K Buy
334
+50
+18% +$1.17K ﹤0.01% 1654
2023
Q3 		$6.16K Hold
284
– – ﹤0.01% 1623
2023
Q2 		$7K Hold
284
– – ﹤0.01% 1593
2023
Q1 		$6.88K Hold
284
– – ﹤0.01% 1528
2022
Q4 		$4.86K Buy
284
+22
+8% +$380 ﹤0.01% 1617
2022
Q3 		$4K Buy
+262
New +$5.33K ﹤0.01% 1462
2022
Q2 		– Sell
-244
Closed -$10K – 1847
2022
Q1 		$10K Hold
244
– – ﹤0.01% 979
2021
Q4 		$14K Buy
+244
New +$14.4K ﹤0.01% 828

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's PEGA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pegasystems (PEGA) stake by 47% in Q2 2026, selling an estimated $55K and leaving 1,716 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

EverSource Wealth Advisors first reported a position in PEGA in Q4 2021 and has held it in 18 quarters since. The position peaked at $279K in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • EverSource Wealth Advisors held 1,716 shares of Pegasystems worth $51.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,538 Pegasystems shares in Q2 2026, an estimated $55K.
  • Pegasystems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1767 holding.
  • EverSource Wealth Advisors first reported a position in Pegasystems in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Pegasystems position peaked at $279K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.