IWC
PEGA icon

Integrated Wealth Concepts’s Pegasystems PEGA Stock Holding History

Integrated Wealth Concepts’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
-22,449
Closed -$955K – 2509
2026
Q1 		$955K Buy
22,449
+9,747
+77% +$453K 0.01% 1146
2025
Q4 		$759K Sell
12,702
-6,672
-34% -$391K 0.01% 898
2025
Q3 		$1.11M Buy
19,374
+13,108
+209% +$722K 0.01% 921
2025
Q2 		$339K Buy
+6,266
New +$284K ﹤0.01% 1487

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's PEGA Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 22,449 shares — an estimated $955K sold.

Integrated Wealth Concepts first reported a position in PEGA in Q2 2025 and held it in 4 quarters. The position peaked at $1.11M in Q3 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 22,449 Pegasystems shares in Q2 2026, an estimated $955K.
  • Integrated Wealth Concepts first reported a position in Pegasystems in Q2 2025 and held it in 4 quarters.
  • Integrated Wealth Concepts's Pegasystems position peaked at $1.11M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.