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United Financial Planning Group’s Pegasystems PEGA Stock Holding History

United Financial Planning Group’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 		– Sell
-6
Closed -$358 – 575
2025
Q4 		$358 Buy
+6
New +$351 ﹤0.01% 423

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Vanguard Capital Management
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

United Financial Planning Group's PEGA Position: Q1 2026 in Review

United Financial Planning Group sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 6 shares — an estimated $358 sold.

United Financial Planning Group first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $358 in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • United Financial Planning Group reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 6 Pegasystems shares in Q1 2026, an estimated $358.
  • United Financial Planning Group first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Pegasystems position peaked at $358 in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.