Sowell Financial Services’s Pegasystems PEGA Stock Holding History

Sowell Financial Services’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	–	Sell	-9,242	Closed	-$393K	–	1210
2026 Q1	$393K	Sell	9,242 -226	-2%	-$10.5K	0.01%	725
2025 Q4	$565K	Buy	+9,468	New	+$555K	0.02%	605
2021 Q2	–	Sell	-3,796	Closed	-$225K	–	2078
2021 Q1	$225K	Buy	3,796 +3,708	+4,214%	+$242K	0.01%	985
2020 Q4	$6K	Hold	88	–	–	﹤0.01%	2220
2020 Q3	$5K	Sell	88 -30	-25%	-$1.73K	﹤0.01%	2006
2020 Q2	$6K	Buy	118 +38	+48%	+$1.65K	﹤0.01%	1850
2020 Q1	$3K	Sell	80 -20	-20%	-$839	﹤0.01%	2005
2019 Q4	$4K	Sell	100 -114	-53%	-$4.31K	﹤0.01%	1997
2019 Q3	$7K	Buy	+214	New	+$7.74K	﹤0.01%	1646

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sowell Financial Services's PEGA Position: Q2 2026 in Review

Sowell Financial Services sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 9,242 shares — an estimated $393K sold.

Sowell Financial Services first reported a position in PEGA in Q3 2019 and held it in 9 quarters. The position peaked at $565K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Sowell Financial Services reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 9,242 Pegasystems shares in Q2 2026, an estimated $393K.
Sowell Financial Services first reported a position in Pegasystems in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's Pegasystems position peaked at $565K in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.