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Pinnacle Wealth Planning Services’s Pegasystems PEGA Stock Holding History

Pinnacle Wealth Planning Services’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 		$894 Buy
21
+5
+31% +$232 ﹤0.01% 2568
2025
Q4 		$956 Buy
+16
New +$937 ﹤0.01% 2591
2021
Q1 		– Sell
-28
Closed -$2K – 1494
2020
Q4 		$2K Buy
+28
New +$1.79K ﹤0.01% 1964

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

Pinnacle Wealth Planning Services's PEGA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pegasystems (PEGA) stake by 31% in Q1 2026, buying an estimated $232 and bringing the position to 21 shares worth $894. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Pinnacle Wealth Planning Services first reported a position in PEGA in Q4 2020 and has held it in 3 quarters since. The position peaked at $2K in Q4 2020. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 21 shares of Pegasystems worth $894 as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 Pegasystems shares in Q1 2026, an estimated $232.
  • Pegasystems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2568 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pegasystems in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Pegasystems position peaked at $2K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.