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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Client Services's PEGA Position: Q2 2026 in Review

Private Client Services increased its Pegasystems (PEGA) stake by 0.46% in Q2 2026, buying an estimated $2.36K and bringing the position to 14,476 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #140.

Private Client Services first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Private Client Services held 14,476 shares of Pegasystems worth $434K as of Q2 2026.
Private Client Services bought 66 Pegasystems shares in Q2 2026, an estimated $2.36K.
Pegasystems made up 0.11% of Private Client Services's portfolio in Q2 2026, its #140 holding.
Private Client Services first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
Private Client Services's Pegasystems position peaked at $1.84M in Q3 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.