VWA
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Valued Wealth Advisors’s Pegasystems PEGA Stock Holding History

Valued 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
Q2 		$180 Sell
6
-23
-79% -$823 ﹤0.01% 888
2026
Q1 		$1.24K Buy
+29
New +$1.35K ﹤0.01% 609

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Valued Wealth Advisors's PEGA Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Pegasystems (PEGA) stake by 79% in Q2 2026, selling an estimated $823 and leaving 6 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Valued Wealth Advisors first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.24K in Q1 2026. 75 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Valued Wealth Advisors held 6 shares of Pegasystems worth $180 as of Q2 2026.
  • Valued Wealth Advisors sold 23 Pegasystems shares in Q2 2026, an estimated $823.
  • Pegasystems made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #888 holding.
  • Valued Wealth Advisors first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Pegasystems position peaked at $1.24K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.