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Kerr Financial Planning’s Pegasystems PEGA Stock Holding History

Kerr Financial Planning’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
Q1 		– Sell
-200
Closed -$7.71K – 532
2025
Q4 		$7.71K Buy
+200
New +$11.7K 0.01% 384

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Kerr Financial Planning's PEGA Position: Q1 2026 in Review

Kerr Financial Planning sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 200 shares — an estimated $7.71K sold.

Kerr Financial Planning first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $7.71K in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Kerr Financial Planning reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 200 Pegasystems shares in Q1 2026, an estimated $7.71K.
  • Kerr Financial Planning first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Pegasystems position peaked at $7.71K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.