Smithfield Trust’s Pegasystems PEGA Stock Holding History

Smithfield Trust’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	-371	Closed	-$22K	–	1102
2025 Q4	$22K	Sell	371 -3	-0.8%	-$176	﹤0.01%	740
2025 Q3	$21K	Buy	+374	New	+$20.6K	﹤0.01%	731

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Smithfield Trust's PEGA Position: Q1 2026 in Review

Smithfield Trust sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 371 shares — an estimated $22K sold.

Smithfield Trust first reported a position in PEGA in Q3 2025 and held it in 2 quarters. The position peaked at $22K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Smithfield Trust reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
Smithfield Trust sold 371 Pegasystems shares in Q1 2026, an estimated $22K.
Smithfield Trust first reported a position in Pegasystems in Q3 2025 and held it in 2 quarters.
Smithfield Trust's Pegasystems position peaked at $22K in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.