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Transamerica Financial Advisors’s Pegasystems PEGA Stock Holding History

Transamerica Financial Advisors’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 		$62.7K Sell
2,091
-851
-29% -$30.4K 0.01% 661
2026
Q1 		$125K Buy
2,942
+1,469
+100% +$68.2K 0.01% 479
2025
Q4 		$87.9K Buy
1,473
+695
+89% +$40.7K 0.01% 475
2025
Q3 		$44.7K Buy
+778
New +$42.9K ﹤0.01% 498

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

Transamerica Financial Advisors's PEGA Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Pegasystems (PEGA) stake by 29% in Q2 2026, selling an estimated $30.4K and leaving 2,091 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #661.

Transamerica Financial Advisors first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $125K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Transamerica Financial Advisors held 2,091 shares of Pegasystems worth $62.7K as of Q2 2026.
  • Transamerica Financial Advisors sold 851 Pegasystems shares in Q2 2026, an estimated $30.4K.
  • Pegasystems made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #661 holding.
  • Transamerica Financial Advisors first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Pegasystems position peaked at $125K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.