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WhitTier Trust Company’s Pegasystems PEGA Stock Holding History

WhitTier Trust Company’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 		$8.96K Buy
211
+157
+291% +$7.29K ﹤0.01% 1060
2025
Q4 		$3.24K Hold
54
– – ﹤0.01% 1125
2025
Q3 		$3K Buy
54
+27
+100% +$1.49K ﹤0.01% 1140
2025
Q2 		$1.46K Sell
27
-9
-25% -$408 ﹤0.01% 1337
2025
Q1 		$1.25K Buy
+36
New +$1.59K ﹤0.01% 1323

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WhitTier Trust Company's PEGA Position: Q1 2026 in Review

WhitTier Trust Company increased its Pegasystems (PEGA) stake by 291% in Q1 2026, buying an estimated $7.29K and bringing the position to 211 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

WhitTier Trust Company first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • WhitTier Trust Company held 211 shares of Pegasystems worth $8.96K as of Q1 2026.
  • WhitTier Trust Company bought 157 Pegasystems shares in Q1 2026, an estimated $7.29K.
  • Pegasystems made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1060 holding.
  • WhitTier Trust Company first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.