Private Wealth Management Group’s Pegasystems PEGA Stock Holding History

Private Wealth Management Group’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	$2.16K	Hold	72	–	–	﹤0.01%	1142
2026 Q1	$3.06K	Hold	72	–	–	﹤0.01%	939
2025 Q4	$4.3K	Sell	72 -2	-3%	-$117	﹤0.01%	832
2025 Q3	$4.25K	Hold	74	–	–	﹤0.01%	857
2025 Q2	$4.01K	Hold	74	–	–	﹤0.01%	846
2025 Q1	$2.57K	Hold	74	–	–	﹤0.01%	972
2024 Q4	$3.45K	Hold	74	–	–	﹤0.01%	890
2024 Q3	$2.71K	Hold	74	–	–	﹤0.01%	959
2024 Q2	$2.24K	Hold	74	–	–	﹤0.01%	1007
2024 Q1	$2.39K	Hold	74	–	–	﹤0.01%	893
2023 Q4	$1.81K	Buy	+74	New	+$1.73K	﹤0.01%	1024

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 Wealth Management Group's PEGA Position: Q2 2026 in Review

Private Wealth Management Group held its Pegasystems (PEGA) position steady in Q2 2026 at 72 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Private Wealth Management Group first reported a position in PEGA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.3K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Private Wealth Management Group held 72 shares of Pegasystems worth $2.16K as of Q2 2026.
Private Wealth Management Group left its Pegasystems share count unchanged in Q2 2026.
Pegasystems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1142 holding.
Private Wealth Management Group first reported a position in Pegasystems in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Pegasystems position peaked at $4.3K in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.