KAS
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Kestra Advisory Services’s Pegasystems PEGA Stock Holding History

Kestra 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
Q1 		– Sell
-4,590
Closed -$274K – 4049
2025
Q4 		$274K Buy
+4,590
New +$269K ﹤0.01% 2618

Other funds holding PEGA

BlackRock
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kestra Advisory Services's PEGA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,590 shares — an estimated $274K sold.

Kestra Advisory Services first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Kestra Advisory Services reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,590 Pegasystems shares in Q1 2026, an estimated $274K.
  • Kestra Advisory Services first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Pegasystems position peaked at $274K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.