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PEGA icon

Sunbelt Securities’s Pegasystems PEGA Stock Holding History

Sunbelt Securities’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 		$2.47K Hold
58
– – ﹤0.01% 1869
2025
Q4 		$3.46K Sell
58
-180
-76% -$10.5K ﹤0.01% 1725
2025
Q3 		$13.7K Buy
+238
New +$13.1K ﹤0.01% 1367

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's PEGA Position: Q1 2026 in Review

Sunbelt Securities held its Pegasystems (PEGA) position steady in Q1 2026 at 58 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Sunbelt Securities first reported a position in PEGA in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.7K in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Sunbelt Securities held 58 shares of Pegasystems worth $2.47K as of Q1 2026.
  • Sunbelt Securities left its Pegasystems share count unchanged in Q1 2026.
  • Pegasystems made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1869 holding.
  • Sunbelt Securities first reported a position in Pegasystems in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Pegasystems position peaked at $13.7K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.