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TD Private Client Wealth’s Pegasystems PEGA Stock Holding History

TD Private Client Wealth’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 		$51K Buy
1,703
+18
+1% +$644 ﹤0.01% 885
2026
Q1 		$71.7K Buy
1,685
+1,665
+8,325% +$77.3K ﹤0.01% 822
2025
Q4 		$1.19K Buy
+20
New +$1.17K ﹤0.01% 1342
2022
Q1 		– Sell
-2,224
Closed -$124K – 1318
2021
Q4 		$124K Hold
2,224
– – 0.01% 611
2021
Q3 		$141K Hold
2,224
– – 0.01% 576
2021
Q2 		$155K Hold
2,224
– – 0.01% 557
2021
Q1 		$127K Sell
2,224
-276
-11% -$18K 0.01% 564
2020
Q4 		$167K Sell
2,500
-404
-14% -$25.8K 0.01% 501
2020
Q3 		$176K Buy
+2,904
New +$167K 0.01% 469

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TD Private Client Wealth's PEGA Position: Q2 2026 in Review

TD Private Client Wealth increased its Pegasystems (PEGA) stake by 1.1% in Q2 2026, buying an estimated $644 and bringing the position to 1,703 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

TD Private Client Wealth first reported a position in PEGA in Q3 2020 and has held it in 9 quarters since. The position peaked at $176K in Q3 2020. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • TD Private Client Wealth held 1,703 shares of Pegasystems worth $51K as of Q2 2026.
  • TD Private Client Wealth bought 18 Pegasystems shares in Q2 2026, an estimated $644.
  • Pegasystems made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #885 holding.
  • TD Private Client Wealth first reported a position in Pegasystems in Q3 2020 and has held it in 9 quarters since.
  • TD Private Client Wealth's Pegasystems position peaked at $176K in Q3 2020.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.