JWA
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JFS Wealth Advisors’s Pegasystems PEGA Stock Holding History

JFS 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 		$330 Sell
11
-8
-42% -$286 ﹤0.01% 2044
2026
Q1 		$809 Sell
19
-56
-75% -$2.6K ﹤0.01% 1704
2025
Q4 		$4.48K Buy
75
+31
+70% +$1.82K ﹤0.01% 1282
2025
Q3 		$2.53K Buy
44
+18
+69% +$992 ﹤0.01% 1369
2025
Q2 		$1.41K Sell
26
-2
-7% -$91 ﹤0.01% 1486
2025
Q1 		$974 Sell
28
-10
-26% -$442 ﹤0.01% 1650
2024
Q4 		$1.77K Buy
38
+10
+36% +$428 ﹤0.01% 1527
2024
Q3 		$1.02K Buy
28
+2
+8% +$66 ﹤0.01% 1691
2024
Q2 		$787 Buy
+26
New +$779 ﹤0.01% 1719
2022
Q1 		– Sell
-14
Closed -$1K – 1927
2021
Q4 		$1K Buy
+14
New +$829 ﹤0.01% 1503
2021
Q2 		– Sell
-34
Closed -$2K – 629
2021
Q1 		$2K Buy
+34
New +$2.22K ﹤0.01% 547

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

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

JFS Wealth Advisors reduced its Pegasystems (PEGA) stake by 42% in Q2 2026, selling an estimated $286 and leaving 11 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

JFS Wealth Advisors first reported a position in PEGA in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.48K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • JFS Wealth Advisors held 11 shares of Pegasystems worth $330 as of Q2 2026.
  • JFS Wealth Advisors sold 8 Pegasystems shares in Q2 2026, an estimated $286.
  • Pegasystems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2044 holding.
  • JFS Wealth Advisors first reported a position in Pegasystems in Q1 2021 and has held it in 11 quarters since.
  • JFS Wealth Advisors's Pegasystems position peaked at $4.48K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.