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True Wealth Design’s Pegasystems PEGA Stock Holding History

True Wealth Design’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
Q3 		– Sell
-99
Closed -$2.97K – 2732
2026
Q2 		$2.97K Sell
99
-958
-91% -$34.3K ﹤0.01% 1544
2026
Q1 		$45K Sell
1,057
-56
-5% -$2.6K 0.01% 432
2025
Q4 		$66.5K Sell
1,113
-53
-5% -$3.1K 0.02% 261
2025
Q3 		$67K Buy
1,166
+38
+3% +$2.09K 0.02% 252
2025
Q2 		$61.1K Buy
1,128
+368
+48% +$16.7K 0.02% 177
2025
Q1 		$26.4K Buy
760
+8
+1% +$354 0.01% 296
2024
Q4 		$35K Buy
752
+12
+2% +$513 0.01% 233
2024
Q3 		$27K Buy
+740
New +$24.4K 0.01% 276

Other funds holding PEGA

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

True Wealth Design's PEGA Position: Q3 2026 in Review

True Wealth Design sold out of Pegasystems (PEGA) in Q3 2026, closing a stake of 99 shares — an estimated $2.97K sold.

True Wealth Design first reported a position in PEGA in Q3 2024 and held it in 8 quarters. The position peaked at $67K in Q3 2025. 16 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • True Wealth Design reported no remaining Pegasystems position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 99 Pegasystems shares in Q3 2026, an estimated $2.97K.
  • True Wealth Design first reported a position in Pegasystems in Q3 2024 and held it in 8 quarters.
  • True Wealth Design's Pegasystems position peaked at $67K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.