SageView Advisory Group’s Pegasystems PEGA Stock Holding History

SageView Advisory 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 Q1	–	Sell	-35	Closed	-$2.09K	–	1895
2025 Q4	$2.09K	Buy	+35	New	+$2.05K	﹤0.01%	2223

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

SageView Advisory Group's PEGA Position: Q1 2026 in Review

SageView Advisory Group sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 35 shares — an estimated $2.09K sold.

SageView Advisory Group first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $2.09K in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

SageView Advisory Group reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 35 Pegasystems shares in Q1 2026, an estimated $2.09K.
SageView Advisory Group first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Pegasystems position peaked at $2.09K in Q4 2025.
484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.