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Larson Financial Group’s Pegasystems PEGA Stock Holding History

Larson Financial Group’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 		$959 Sell
32
-168
-84% -$6.01K ﹤0.01% 3333
2026
Q1 		$8.51K Buy
200
+16
+9% +$743 ﹤0.01% 2342
2025
Q4 		$11K Buy
+184
New +$10.8K ﹤0.01% 2070
2025
Q3 		– Sell
-832
Closed -$45K – 3591
2025
Q2 		$45K Buy
+832
New +$37.7K ﹤0.01% 1111

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

Larson Financial Group's PEGA Position: Q2 2026 in Review

Larson Financial Group reduced its Pegasystems (PEGA) stake by 84% in Q2 2026, selling an estimated $6.01K and leaving 32 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Larson Financial Group first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $45K in Q2 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Larson Financial Group held 32 shares of Pegasystems worth $959 as of Q2 2026.
  • Larson Financial Group sold 168 Pegasystems shares in Q2 2026, an estimated $6.01K.
  • Pegasystems made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3333 holding.
  • Larson Financial Group first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Pegasystems position peaked at $45K in Q2 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.