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Merit Financial Group’s Pegasystems PEGA Stock Holding History

Merit 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 		$292K Sell
9,733
-8,348
-46% -$299K ﹤0.01% 1832
2026
Q1 		$770K Buy
18,081
+497
+3% +$23.1K 0.01% 1119
2025
Q4 		$1.05M Sell
17,584
-523
-3% -$30.6K 0.01% 933
2025
Q3 		$1.04M Sell
18,107
-195
-1% -$10.7K 0.01% 851
2025
Q2 		$991K Buy
18,302
+4,472
+32% +$203K 0.01% 795
2025
Q1 		$481K Buy
13,830
+9,462
+217% +$418K 0.01% 955
2024
Q4 		$204K Buy
+4,368
New +$187K ﹤0.01% 1096

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

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

Merit Financial Group reduced its Pegasystems (PEGA) stake by 46% in Q2 2026, selling an estimated $299K and leaving 9,733 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Merit Financial Group first reported a position in PEGA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Merit Financial Group held 9,733 shares of Pegasystems worth $292K as of Q2 2026.
  • Merit Financial Group sold 8,348 Pegasystems shares in Q2 2026, an estimated $299K.
  • Pegasystems made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1832 holding.
  • Merit Financial Group first reported a position in Pegasystems in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Pegasystems position peaked at $1.05M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.