KFAS
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Keating Financial Advisory Services’s Pegasystems PEGA Stock Holding History

Keating Financial Advisory Services’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 		$599 Sell
20
-12
-38% -$429 ﹤0.01% 2311
2026
Q1 		$1.36K Sell
32
-2
-6% -$93 ﹤0.01% 1994
2025
Q4 		$2.03K Buy
+34
New +$1.99K ﹤0.01% 1578

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

Keating Financial Advisory Services's PEGA Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Pegasystems (PEGA) stake by 38% in Q2 2026, selling an estimated $429 and leaving 20 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Keating Financial Advisory Services first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Keating Financial Advisory Services held 20 shares of Pegasystems worth $599 as of Q2 2026.
  • Keating Financial Advisory Services sold 12 Pegasystems shares in Q2 2026, an estimated $429.
  • Pegasystems made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2311 holding.
  • Keating Financial Advisory Services first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Pegasystems position peaked at $2.03K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.