Twin Peaks Wealth Advisors’s Pegasystems PEGA Stock Holding History

Twin Peaks Wealth 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 Q1	$1.45K	Buy	+34	New	+$1.58K	﹤0.01%	1802

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

Twin Peaks Wealth Advisors's PEGA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Pegasystems (PEGA) in Q1 2026: 34 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings.

478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Twin Peaks Wealth Advisors held 34 shares of Pegasystems worth $1.45K as of Q1 2026.
Pegasystems was a new Twin Peaks Wealth Advisors position in Q1 2026.
Pegasystems made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1802 holding.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.