UCFA
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United Capital Financial Advisors’s Pegasystems PEGA Stock Holding History

United Capital 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 		– Sell
-11,507
Closed -$490K – 1709
2026
Q1 		$490K Buy
11,507
+7,706
+203% +$358K ﹤0.01% 1080
2025
Q4 		$227K Buy
+3,801
New +$223K ﹤0.01% 1278

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

United Capital Financial Advisors's PEGA Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 11,507 shares — an estimated $490K sold.

United Capital Financial Advisors first reported a position in PEGA in Q4 2025 and held it in 2 quarters. The position peaked at $490K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,507 Pegasystems shares in Q2 2026, an estimated $490K.
  • United Capital Financial Advisors first reported a position in Pegasystems in Q4 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's Pegasystems position peaked at $490K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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