PCS
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Private Client Services’s Pegasystems PEGA Stock Holding History

Private Client 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
Q3 		– Sell
-14,476
Closed -$434K – 253
2026
Q2 		$434K Buy
14,476
+66
+0.5% +$2.36K 0.11% 140
2026
Q1 		$613K Sell
14,410
-16,394
-53% -$761K 0.18% 98
2025
Q4 		$1.84M Sell
30,804
-1,280
-4% -$75K 0.57% 43
2025
Q3 		$1.84M Buy
32,084
+1,193
+4% +$65.7K 0.62% 42
2025
Q2 		$1.67M Buy
+30,891
New +$1.4M 0.65% 40

Other funds holding PEGA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Private Client Services's PEGA Position: Q3 2026 in Review

Private Client Services sold out of Pegasystems (PEGA) in Q3 2026, closing a stake of 14,476 shares — an estimated $434K sold.

Private Client Services first reported a position in PEGA in Q2 2025 and held it in 5 quarters. The position peaked at $1.84M in Q3 2025. 10 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Private Client Services reported no remaining Pegasystems position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 14,476 Pegasystems shares in Q3 2026, an estimated $434K.
  • Private Client Services first reported a position in Pegasystems in Q2 2025 and held it in 5 quarters.
  • Private Client Services's Pegasystems position peaked at $1.84M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.