PCS
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Personal CFO Solutions’s Pegasystems PEGA Stock Holding History

Personal CFO Solutions’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 		$206K Buy
+4,844
New +$225K 0.03% 504

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

Personal CFO Solutions's PEGA Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Pegasystems (PEGA) in Q1 2026: 4,844 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #504 among its holdings.

478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Personal CFO Solutions held 4,844 shares of Pegasystems worth $206K as of Q1 2026.
  • Pegasystems was a new Personal CFO Solutions position in Q1 2026.
  • Pegasystems made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #504 holding.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.