Jones Financial Companies
PEGA icon

Jones Financial Companies’s Pegasystems PEGA Stock Holding History

Jones Financial Companies’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 		$982K Buy
31,896
+14,360
+82% +$514K ﹤0.01% 1907
2026
Q1 		$707K Buy
17,536
+13,550
+340% +$629K ﹤0.01% 1872
2025
Q4 		$238K Buy
3,986
+1,331
+50% +$78K ﹤0.01% 1828
2025
Q3 		$156K Buy
2,655
+1,065
+67% +$58.7K ﹤0.01% 1890
2025
Q2 		$84.8K Sell
1,590
-708
-31% -$32.1K ﹤0.01% 1998
2025
Q1 		$79.9K Buy
2,298
+1,628
+243% +$72K ﹤0.01% 1870
2024
Q4 		$31.2K Hold
670
– – ﹤0.01% 2070
2024
Q3 		$24.2K Buy
670
+220
+49% +$7.25K ﹤0.01% 1889
2024
Q2 		$13.6K Buy
+450
New +$13.5K ﹤0.01% 1660

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

Jones Financial Companies's PEGA Position: Q2 2026 in Review

Jones Financial Companies increased its Pegasystems (PEGA) stake by 82% in Q2 2026, buying an estimated $514K and bringing the position to 31,896 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Jones Financial Companies first reported a position in PEGA in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Jones Financial Companies held 31,896 shares of Pegasystems worth $982K as of Q2 2026.
  • Jones Financial Companies bought 14,360 Pegasystems shares in Q2 2026, an estimated $514K.
  • Pegasystems made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1907 holding.
  • Jones Financial Companies first reported a position in Pegasystems in Q2 2024 and has held it in 9 quarters since.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.