Institute for Wealth Management’s Pegasystems PEGA Stock Holding History

Institute for 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	$5.93K	Buy	+198	New	+$7.08K	﹤0.01%	1428

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's PEGA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Pegasystems (PEGA) in Q2 2026: 198 shares worth $5.93K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings.

209 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Institute for Wealth Management held 198 shares of Pegasystems worth $5.93K as of Q2 2026.
Pegasystems was a new Institute for Wealth Management position in Q2 2026.
Pegasystems made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1428 holding.
209 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.