BPI
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BFC Planning, Inc.’s Pegasystems PEGA Stock Holding History

BFC Planning, 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
Q3 		$36.3K Sell
1,090
-1,087
-50% -$36K ﹤0.01% 1720
2026
Q2 		$65.2K Buy
2,177
+1,090
+100% +$39K ﹤0.01% 1425
2026
Q1 		$46.3K Sell
1,087
-675
-38% -$31.3K ﹤0.01% 1368
2025
Q4 		$105K Hold
1,762
– – ﹤0.01% 1089
2025
Q3 		$101K Buy
1,762
+1,146
+186% +$63.1K 0.01% 924
2025
Q2 		$33.3K Buy
616
+40
+7% +$1.81K ﹤0.01% 1285
2025
Q1 		$20K Buy
576
+62
+12% +$2.74K ﹤0.01% 1459
2024
Q4 		$24K Hold
514
– – ﹤0.01% 1391
2024
Q3 		$18.8K Buy
+514
New +$16.9K ﹤0.01% 1477

Other funds holding PEGA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFC Planning, Inc.'s PEGA Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Pegasystems (PEGA) stake by 50% in Q3 2026, selling an estimated $36K and leaving 1,090 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

BFC Planning, Inc. first reported a position in PEGA in Q3 2024 and has held it in 9 quarters since. The position peaked at $105K in Q4 2025. 315 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • BFC Planning, Inc. held 1,090 shares of Pegasystems worth $36.3K as of Q3 2026.
  • BFC Planning, Inc. sold 1,087 Pegasystems shares in Q3 2026, an estimated $36K.
  • Pegasystems made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1720 holding.
  • BFC Planning, Inc. first reported a position in Pegasystems in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Pegasystems position peaked at $105K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.