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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
Q2 		$630 Buy
21
+13
+163% +$465 ﹤0.01% 1559
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 $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

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

Rialto Wealth Management increased its Pegasystems (PEGA) stake by 163% in Q2 2026, buying an estimated $465 and bringing the position to 21 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Rialto Wealth Management first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $657 in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Pegasystems worth $630 as of Q2 2026.
  • Rialto Wealth Management bought 13 Pegasystems shares in Q2 2026, an estimated $465.
  • Pegasystems made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1559 holding.
  • Rialto Wealth Management first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Pegasystems position peaked at $657 in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.