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Marshall Financial Group (Maryland)’s Pegasystems PEGA Stock Holding History

Marshall Financial Group (Maryland)’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 		$864K Buy
+28,842
New +$1.03M 0.13% 153

Other funds holding PEGA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PEGA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Pegasystems (PEGA) in Q2 2026: 28,842 shares worth $864K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings.

61 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Marshall Financial Group (Maryland) held 28,842 shares of Pegasystems worth $864K as of Q2 2026.
  • Pegasystems was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Pegasystems made up 0.13% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #153 holding.
  • 61 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.