Truist Financial
PEGA icon

Truist Financial’s Pegasystems PEGA Stock Holding History

Truist Financial’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 		$614K Buy
20,491
+2,399
+13% +$85.8K ﹤0.01% 2068
2026
Q1 		$770K Buy
18,092
+10,443
+137% +$485K ﹤0.01% 1846
2025
Q4 		$457K Sell
7,649
-2,653
-26% -$155K ﹤0.01% 2098
2025
Q3 		$592K Buy
10,302
+2,422
+31% +$133K ﹤0.01% 1931
2025
Q2 		$427K Buy
+7,880
New +$357K ﹤0.01% 2027
2025
Q1 		– Sell
-5,576
Closed -$260K – 2627
2024
Q4 		$260K Buy
+5,576
New +$239K ﹤0.01% 2234

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial's PEGA Position: Q2 2026 in Review

Truist Financial increased its Pegasystems (PEGA) stake by 13% in Q2 2026, buying an estimated $85.8K and bringing the position to 20,491 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Truist Financial first reported a position in PEGA in Q4 2024 and has held it in 6 quarters since. The position peaked at $770K in Q1 2026. 198 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Truist Financial held 20,491 shares of Pegasystems worth $614K as of Q2 2026.
  • Truist Financial bought 2,399 Pegasystems shares in Q2 2026, an estimated $85.8K.
  • Pegasystems made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2068 holding.
  • Truist Financial first reported a position in Pegasystems in Q4 2024 and has held it in 6 quarters since.
  • Truist Financial's Pegasystems position peaked at $770K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.