Focus Partners Wealth
PEGA icon

Focus Partners Wealth’s Pegasystems PEGA Stock Holding History

Focus Partners Wealth’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
-18,743
Closed -$798K – 2917
2026
Q1 		$798K Buy
18,743
+4,882
+35% +$227K ﹤0.01% 1705
2025
Q4 		$828K Sell
13,861
-1,977
-12% -$116K ﹤0.01% 1717
2025
Q3 		$911K Buy
15,838
+1,508
+11% +$83.1K ﹤0.01% 1324
2025
Q2 		$776K Buy
14,330
+3,378
+31% +$153K ﹤0.01% 1248
2025
Q1 		$381K Buy
10,952
+3,886
+55% +$172K ﹤0.01% 1468
2024
Q4 		$329K Buy
7,066
+588
+9% +$25.2K ﹤0.01% 1510
2024
Q3 		$237K Buy
+6,478
New +$213K ﹤0.01% 1396

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

Focus Partners Wealth's PEGA Position: Q2 2026 in Review

Focus Partners Wealth sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 18,743 shares — an estimated $798K sold.

Focus Partners Wealth first reported a position in PEGA in Q3 2024 and held it in 7 quarters. The position peaked at $911K in Q3 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Focus Partners Wealth reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 18,743 Pegasystems shares in Q2 2026, an estimated $798K.
  • Focus Partners Wealth first reported a position in Pegasystems in Q3 2024 and held it in 7 quarters.
  • Focus Partners Wealth's Pegasystems position peaked at $911K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.