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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Integrated Wealth Concepts's PEGA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Pegasystems (PEGA) stake by 77% in Q1 2026, buying an estimated $453K and bringing the position to 22,449 shares worth $955K. The position accounts for 0.01% of the portfolio, ranked #1146.

Integrated Wealth Concepts first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Integrated Wealth Concepts held 22,449 shares of Pegasystems worth $955K as of Q1 2026.
  • Integrated Wealth Concepts bought 9,747 Pegasystems shares in Q1 2026, an estimated $453K.
  • Pegasystems made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1146 holding.
  • Integrated Wealth Concepts first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Pegasystems position peaked at $1.11M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.