KF
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Krilogy Financial’s Pegasystems PEGA Stock Holding History

Krilogy Financial’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 		– Sell
-6,955
Closed -$301K – 1130
2026
Q1 		$301K Sell
6,955
-2,042
-23% -$94.8K 0.01% 741
2025
Q4 		$457K Sell
8,997
-773
-8% -$45.3K 0.02% 588
2025
Q3 		$582K Buy
+9,770
New +$538K 0.02% 477
2018
Q2 		– Sell
-400
Closed -$12K – 492
2018
Q1 		$12K Hold
400
– – ﹤0.01% 506
2017
Q4 		$9K Hold
400
– – ﹤0.01% 536
2017
Q3 		$12K Hold
400
– – ﹤0.01% 560
2017
Q2 		$12K Buy
+400
New +$10.6K ﹤0.01% 516

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

Krilogy Financial's PEGA Position: Q2 2026 in Review

Krilogy Financial sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 6,955 shares — an estimated $301K sold.

Krilogy Financial first reported a position in PEGA in Q2 2017 and held it in 7 quarters. The position peaked at $582K in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Krilogy Financial reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 6,955 Pegasystems shares in Q2 2026, an estimated $301K.
  • Krilogy Financial first reported a position in Pegasystems in Q2 2017 and held it in 7 quarters.
  • Krilogy Financial's Pegasystems position peaked at $582K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.