NBT Bank’s Pegasystems PEGA Stock Holding History

NBT Bank’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 Q3	–	Sell	-8	Closed	-$240	–	890
2026 Q2	$240	Hold	8	–	–	﹤0.01%	1040
2026 Q1	$340	Buy	+8	New	+$371	﹤0.01%	1014

Other funds holding PEGA

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

NBT Bank's PEGA Position: Q3 2026 in Review

NBT Bank sold out of Pegasystems (PEGA) in Q3 2026, closing a stake of 8 shares — an estimated $240 sold.

NBT Bank first reported a position in PEGA in Q1 2026 and held it in 2 quarters. The position peaked at $340 in Q1 2026. 243 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

NBT Bank reported no remaining Pegasystems position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 8 Pegasystems shares in Q3 2026, an estimated $240.
NBT Bank first reported a position in Pegasystems in Q1 2026 and held it in 2 quarters.
NBT Bank's Pegasystems position peaked at $340 in Q1 2026.
243 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.