Farmers & Merchants Investments Inc’s Pegasystems PEGA Stock Holding History

Farmers & Merchants Investments Inc’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	$2.34K	Hold	78	–	–	﹤0.01%	1234
2026 Q1	$3.32K	Hold	78	–	–	﹤0.01%	1102
2025 Q4	$4.66K	Buy	78 +4	+5%	+$234	﹤0.01%	994
2025 Q3	$4.25K	Buy	74 +4	+6%	+$220	﹤0.01%	1028
2025 Q2	$3.79K	Buy	+70	New	+$3.17K	﹤0.01%	1033
2021 Q4	–	Sell	-10	Closed	-$1K	–	1041
2021 Q3	$1K	Buy	+10	New	+$665	﹤0.01%	954

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's PEGA Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Pegasystems (PEGA) position steady in Q2 2026 at 78 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Farmers & Merchants Investments Inc first reported a position in PEGA in Q3 2021 and has held it in 6 quarters since. The position peaked at $4.66K in Q4 2025. 198 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Farmers & Merchants Investments Inc held 78 shares of Pegasystems worth $2.34K as of Q2 2026.
Farmers & Merchants Investments Inc left its Pegasystems share count unchanged in Q2 2026.
Pegasystems made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1234 holding.
Farmers & Merchants Investments Inc first reported a position in Pegasystems in Q3 2021 and has held it in 6 quarters since.
Farmers & Merchants Investments Inc's Pegasystems position peaked at $4.66K in Q4 2025.
198 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.