KF
PEGA icon

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
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 – 516
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

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VPM
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AQR Capital Management
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VCM
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State Street
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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