Kestra Advisory Services’s Pegasystems PEGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Kestra Advisory Services's PEGA Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Pegasystems (PEGA) in Q2 2026: 7,186 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3057 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in PEGA as recently as Q4 2025.

Kestra Advisory Services first reported a position in PEGA in Q4 2025 and has held it in 2 quarters since. The position peaked at $274K in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Kestra Advisory Services held 7,186 shares of Pegasystems worth $215K as of Q2 2026.
  • Pegasystems was a new Kestra Advisory Services position in Q2 2026.
  • Pegasystems made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3057 holding.
  • Kestra Advisory Services first reported a position in Pegasystems in Q4 2025 and has held it in 2 quarters since.
  • Kestra Advisory Services's Pegasystems position peaked at $274K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.