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HB Wealth Management’s Pegasystems PEGA Stock Holding History

HB Wealth Management’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
-6,026
Closed -$256K – 1776
2026
Q1 		$256K Buy
+6,026
New +$280K ﹤0.01% 1313
2025
Q4 		– Sell
-3,549
Closed -$204K – 1441
2025
Q3 		$204K Buy
+3,549
New +$196K ﹤0.01% 1265

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

HB Wealth Management's PEGA Position: Q2 2026 in Review

HB Wealth Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 6,026 shares — an estimated $256K sold.

HB Wealth Management first reported a position in PEGA in Q3 2025 and held it in 2 quarters. The position peaked at $256K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • HB Wealth Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 6,026 Pegasystems shares in Q2 2026, an estimated $256K.
  • HB Wealth Management first reported a position in Pegasystems in Q3 2025 and held it in 2 quarters.
  • HB Wealth Management's Pegasystems position peaked at $256K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.