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	–	630
2021 Q1	$2K	Buy	+34	New	+$2.22K	﹤0.01%	547

Other funds holding PEGA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return