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Rialto Wealth Management’s Pegasystems PEGA Stock Holding History

Rialto Wealth Management’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 		$341 Sell
8
-3
-27% -$139 ﹤0.01% 1514
2025
Q4 		$657 Buy
11
+2
+22% +$117 ﹤0.01% 1147
2025
Q3 		$518 Buy
9
+3
+50% +$165 ﹤0.01% 1214
2025
Q2 		$325 Buy
+6
New +$272 ﹤0.01% 1269

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

Rialto Wealth Management's PEGA Position: Q1 2026 in Review

Rialto Wealth Management reduced its Pegasystems (PEGA) stake by 27% in Q1 2026, selling an estimated $139 and leaving 8 shares worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Rialto Wealth Management first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $657 in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Rialto Wealth Management held 8 shares of Pegasystems worth $341 as of Q1 2026.
  • Rialto Wealth Management sold 3 Pegasystems shares in Q1 2026, an estimated $139.
  • Pegasystems made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1514 holding.
  • Rialto Wealth Management first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Pegasystems position peaked at $657 in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.