HWA
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HHM Wealth Advisors’s Pegasystems PEGA Stock Holding History

HHM Wealth Advisors’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
-100
Closed -$4.26K – 937
2026
Q1 		$4.26K Hold
100
– – ﹤0.01% 743
2025
Q4 		$5.97K Hold
100
– – ﹤0.01% 686
2025
Q3 		$5.75K Hold
100
– – ﹤0.01% 708
2025
Q2 		$5.41K Hold
100
– – ﹤0.01% 684
2025
Q1 		$3.48K Buy
+100
New +$4.42K ﹤0.01% 704

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

HHM Wealth Advisors's PEGA Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 100 shares — an estimated $4.26K sold.

HHM Wealth Advisors first reported a position in PEGA in Q1 2025 and held it in 5 quarters. The position peaked at $5.97K in Q4 2025. 80 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 100 Pegasystems shares in Q2 2026, an estimated $4.26K.
  • HHM Wealth Advisors first reported a position in Pegasystems in Q1 2025 and held it in 5 quarters.
  • HHM Wealth Advisors's Pegasystems position peaked at $5.97K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.