Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$776K Buy
14,330
+3,378
+31% +$183K ﹤0.01% 1240
2025
Q1 		$381K Buy
10,952
+3,886
+55% +$135K ﹤0.01% 1455
2024
Q4 		$329K Buy
7,066
+588
+9% +$27.4K ﹤0.01% 1496
2024
Q3 		$237K Buy
+6,478
New +$237K ﹤0.01% 1381