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 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 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

TD Private Client Wealth's PEGA Position: Q1 2026 in Review

TD Private Client Wealth increased its Pegasystems (PEGA) stake by 8,325% in Q1 2026, buying an estimated $77.3K and bringing the position to 1,685 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

TD Private Client Wealth first reported a position in PEGA in Q3 2020 and has held it in 8 quarters since. The position peaked at $176K in Q3 2020. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

TD Private Client Wealth held 1,685 shares of Pegasystems worth $71.7K as of Q1 2026.
TD Private Client Wealth bought 1,665 Pegasystems shares in Q1 2026, an estimated $77.3K.
Pegasystems made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #822 holding.
TD Private Client Wealth first reported a position in Pegasystems in Q3 2020 and has held it in 8 quarters since.
TD Private Client Wealth's Pegasystems position peaked at $176K in Q3 2020.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.