Kestra Advisory Services
PEGA icon

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
Q3 		$800K Buy
24,028
+16,842
+234% +$557K ﹤0.01% 2122
2026
Q2 		$215K Buy
+7,186
New +$257K ﹤0.01% 3057
2026
Q1 		– Sell
-4,590
Closed -$274K – 4049
2025
Q4 		$274K Buy
+4,590
New +$269K ﹤0.01% 2618

Other funds holding PEGA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Kestra Advisory Services's PEGA Position: Q3 2026 in Review

Kestra Advisory Services increased its Pegasystems (PEGA) stake by 234% in Q3 2026, buying an estimated $557K and bringing the position to 24,028 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Kestra Advisory Services first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Kestra Advisory Services held 24,028 shares of Pegasystems worth $800K as of Q3 2026.
  • Kestra Advisory Services bought 16,842 Pegasystems shares in Q3 2026, an estimated $557K.
  • Pegasystems made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2122 holding.
  • Kestra Advisory Services first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.