FFA
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Farther Finance Advisors’s Pegasystems PEGA Stock Holding History

Farther Finance 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
Q3 		$200K Sell
6,014
-2,689
-31% -$89K ﹤0.01% 2299
2026
Q2 		$261K Sell
8,703
-755
-8% -$27K ﹤0.01% 2047
2026
Q1 		$400K Buy
9,458
+613
+7% +$28.5K ﹤0.01% 1550
2025
Q4 		$528K Buy
8,845
+1,100
+14% +$64.4K 0.01% 1274
2025
Q3 		$445K Buy
7,745
+1,723
+29% +$94.9K 0.01% 1141
2025
Q2 		$326K Buy
6,022
+244
+4% +$11.1K 0.01% 1136
2025
Q1 		$204K Buy
5,778
+1,948
+51% +$86.2K 0.01% 1218
2024
Q4 		$178K Sell
3,830
-782
-17% -$33.5K 0.01% 1041
2024
Q3 		$169K Buy
4,612
+748
+19% +$24.6K 0.01% 1065
2024
Q2 		$115K Buy
3,864
+30
+0.8% +$899 0.01% 1076
2024
Q1 		$120K Sell
3,834
-4
-0.1% -$112 0.01% 878
2023
Q4 		$93.8K Buy
3,838
+298
+8% +$6.97K 0.01% 820
2023
Q3 		$76.8K Buy
3,540
+40
+1% +$979 0.01% 649
2023
Q2 		$86.3K Buy
+3,500
New +$81.3K 0.02% 506

Other funds holding PEGA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PEGA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Pegasystems (PEGA) stake by 31% in Q3 2026, selling an estimated $89K and leaving 6,014 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Farther Finance Advisors first reported a position in PEGA in Q2 2023 and has held it in 14 quarters since. The position peaked at $528K in Q4 2025. 10 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Farther Finance Advisors held 6,014 shares of Pegasystems worth $200K as of Q3 2026.
  • Farther Finance Advisors sold 2,689 Pegasystems shares in Q3 2026, an estimated $89K.
  • Pegasystems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2299 holding.
  • Farther Finance Advisors first reported a position in Pegasystems in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Pegasystems position peaked at $528K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.