UB
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UMB Bank’s Pegasystems PEGA Stock Holding History

UMB Bank’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 		$39.7K Sell
1,324
-294
-18% -$10.5K ﹤0.01% 1417
2026
Q1 		$68.9K Buy
1,618
+513
+46% +$23.8K ﹤0.01% 1131
2025
Q4 		$66K Buy
1,105
+176
+19% +$10.3K ﹤0.01% 1131
2025
Q3 		$53.4K Buy
929
+199
+27% +$11K ﹤0.01% 1131
2025
Q2 		$39.5K Buy
730
+168
+30% +$7.61K ﹤0.01% 1195
2025
Q1 		$19.5K Hold
562
– – ﹤0.01% 1335
2024
Q4 		$26.2K Hold
562
– – ﹤0.01% 1155
2024
Q3 		$20.5K Sell
562
-4
-0.7% -$132 ﹤0.01% 1221
2024
Q2 		$17.1K Sell
566
-44
-7% -$1.32K ﹤0.01% 1128
2024
Q1 		$19.7K Hold
610
– – ﹤0.01% 1088
2023
Q4 		$14.9K Hold
610
– – ﹤0.01% 1159
2023
Q3 		$13.2K Hold
610
– – ﹤0.01% 1197
2023
Q2 		$15K Hold
610
– – ﹤0.01% 1170
2023
Q1 		$14.8K Hold
610
– – ﹤0.01% 1181
2022
Q4 		$10K Buy
+610
New +$10.5K ﹤0.01% 1311
2022
Q3 		– Sell
-106
Closed -$3K – 1912
2022
Q2 		$3K Hold
106
– – ﹤0.01% 1682
2022
Q1 		$4K Hold
106
– – ﹤0.01% 1713
2021
Q4 		$6K Buy
+106
New +$6.28K ﹤0.01% 1600
2017
Q2 		– Sell
-24,600
Closed -$539K – 332
2017
Q1 		$539K Hold
24,600
– – 0.02% 233
2016
Q4 		$443K Hold
24,600
– – 0.02% 246
2016
Q3 		$363K Buy
+24,600
New +$334K 0.01% 267

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

UMB Bank's PEGA Position: Q2 2026 in Review

UMB Bank reduced its Pegasystems (PEGA) stake by 18% in Q2 2026, selling an estimated $10.5K and leaving 1,324 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

UMB Bank first reported a position in PEGA in Q3 2016 and has held it in 21 quarters since. The position peaked at $539K in Q1 2017. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • UMB Bank held 1,324 shares of Pegasystems worth $39.7K as of Q2 2026.
  • UMB Bank sold 294 Pegasystems shares in Q2 2026, an estimated $10.5K.
  • Pegasystems made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1417 holding.
  • UMB Bank first reported a position in Pegasystems in Q3 2016 and has held it in 21 quarters since.
  • UMB Bank's Pegasystems position peaked at $539K in Q1 2017.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.