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Modern Wealth Management’s Pegasystems PEGA Stock Holding History

Modern Wealth Management’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 		$230K Buy
5,434
+1,908
+54% +$88.6K ﹤0.01% 795
2025
Q4 		$211K Buy
+3,526
New +$207K ﹤0.01% 798

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Modern Wealth Management's PEGA Position: Q1 2026 in Review

Modern Wealth Management increased its Pegasystems (PEGA) stake by 54% in Q1 2026, buying an estimated $88.6K and bringing the position to 5,434 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Modern Wealth Management first reported a position in PEGA in Q4 2025 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Modern Wealth Management held 5,434 shares of Pegasystems worth $230K as of Q1 2026.
  • Modern Wealth Management bought 1,908 Pegasystems shares in Q1 2026, an estimated $88.6K.
  • Pegasystems made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #795 holding.
  • Modern Wealth Management first reported a position in Pegasystems in Q4 2025 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.