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Wedmont Private Capital’s Pegasystems PEGA Stock Holding History

Wedmont Private Capital’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
Q3 		$208K Buy
+5,860
New +$194K 0.01% 950

Other funds holding PEGA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's PEGA Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Pegasystems (PEGA) in Q3 2026: 5,860 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #950 among its holdings.

9 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Wedmont Private Capital held 5,860 shares of Pegasystems worth $208K as of Q3 2026.
  • Pegasystems was a new Wedmont Private Capital position in Q3 2026.
  • Pegasystems made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #950 holding.
  • 9 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.