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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
Q2 		$1.17K Buy
39
+18
+86% +$644 ﹤0.01% 2561
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 $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

Pinnacle Wealth Planning Services's PEGA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pegasystems (PEGA) stake by 86% in Q2 2026, buying an estimated $644 and bringing the position to 39 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Pinnacle Wealth Planning Services first reported a position in PEGA in Q4 2020 and has held it in 4 quarters since. The position peaked at $2K in Q4 2020. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 39 shares of Pegasystems worth $1.17K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 18 Pegasystems shares in Q2 2026, an estimated $644.
  • Pegasystems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2561 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pegasystems in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Pegasystems position peaked at $2K in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.