WAG
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Wiser Advisor Group’s Pegasystems PEGA Stock Holding History

Wiser Advisor 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
Q2 		$5.31K Hold
177
– – 0.01% 196
2026
Q1 		$7.54K Buy
177
+151
+581% +$7.01K 0.01% 181
2025
Q4 		$1.55K Hold
26
– – ﹤0.01% 222
2025
Q3 		$1.5K Buy
+26
New +$1.43K ﹤0.01% 234
2025
Q2 		– Sell
-26
Closed -$904 – 189
2025
Q1 		$904 Buy
+26
New +$1.15K ﹤0.01% 257

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

Wiser Advisor Group's PEGA Position: Q2 2026 in Review

Wiser Advisor Group held its Pegasystems (PEGA) position steady in Q2 2026 at 177 shares worth $5.31K. The position accounts for 0.01% of the portfolio, ranked #196.

Wiser Advisor Group first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.54K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Wiser Advisor Group held 177 shares of Pegasystems worth $5.31K as of Q2 2026.
  • Wiser Advisor Group left its Pegasystems share count unchanged in Q2 2026.
  • Pegasystems made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #196 holding.
  • Wiser Advisor Group first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • Wiser Advisor Group's Pegasystems position peaked at $7.54K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.