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Salem Investment Counselors’s Pegasystems PEGA Stock Holding History

Salem Investment Counselors’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
2025
Q4 		– Sell
-19
Closed -$1.09K – 927
2025
Q3 		$1.09K Buy
+19
New +$1.05K ﹤0.01% 1118

Other funds holding PEGA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Salem Investment Counselors's PEGA Position: Q4 2025 in Review

Salem Investment Counselors sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 19 shares — an estimated $1.09K sold.

Salem Investment Counselors first reported a position in PEGA in Q3 2025 and held it in 1 quarter. The position peaked at $1.09K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Salem Investment Counselors reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 19 Pegasystems shares in Q4 2025, an estimated $1.09K.
  • Salem Investment Counselors first reported a position in Pegasystems in Q3 2025 and held it in 1 quarter.
  • Salem Investment Counselors's Pegasystems position peaked at $1.09K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.