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Focus Partners Advisor Solutions’s Pegasystems PEGA Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-9,770
Closed -$416K – 1380
2026
Q1 		$416K Sell
9,770
-4,403
-31% -$204K ﹤0.01% 856
2025
Q4 		$846K Sell
14,173
-3,260
-19% -$191K 0.01% 544
2025
Q3 		$1.03M Buy
17,433
+1,846
+12% +$102K 0.01% 507
2025
Q2 		$843K Buy
15,587
+7,969
+105% +$361K 0.01% 497
2025
Q1 		$265K Buy
+7,618
New +$337K ﹤0.01% 804

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

Focus Partners Advisor Solutions's PEGA Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 9,770 shares — an estimated $416K sold.

Focus Partners Advisor Solutions first reported a position in PEGA in Q1 2025 and held it in 5 quarters. The position peaked at $1.03M in Q3 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 9,770 Pegasystems shares in Q2 2026, an estimated $416K.
  • Focus Partners Advisor Solutions first reported a position in Pegasystems in Q1 2025 and held it in 5 quarters.
  • Focus Partners Advisor Solutions's Pegasystems position peaked at $1.03M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.