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JPL Wealth Management’s Pegasystems PEGA Stock Holding History

JPL Wealth Management’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 		$2.82K Sell
94
-85
-47% -$3.04K ﹤0.01% 960
2026
Q1 		$7.62K Buy
+179
New +$8.31K ﹤0.01% 594
2025
Q4 		– Sell
-114
Closed -$6.55K – 832
2025
Q3 		$6.55K Buy
+114
New +$6.28K ﹤0.01% 614

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

JPL Wealth Management's PEGA Position: Q2 2026 in Review

JPL Wealth Management reduced its Pegasystems (PEGA) stake by 47% in Q2 2026, selling an estimated $3.04K and leaving 94 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

JPL Wealth Management first reported a position in PEGA in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.62K in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • JPL Wealth Management held 94 shares of Pegasystems worth $2.82K as of Q2 2026.
  • JPL Wealth Management sold 85 Pegasystems shares in Q2 2026, an estimated $3.04K.
  • Pegasystems made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #960 holding.
  • JPL Wealth Management first reported a position in Pegasystems in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Pegasystems position peaked at $7.62K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.