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Planning Strategies Inc.’s Pegasystems PEGA Stock Holding History

Planning Strategies Inc.’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 		$60 Buy
+2
New +$72 ﹤0.01% 1052

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Planning Strategies Inc.'s PEGA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pegasystems (PEGA) in Q2 2026: 2 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

99 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of Pegasystems worth $60 as of Q2 2026.
  • Pegasystems was a new Planning Strategies Inc. position in Q2 2026.
  • Pegasystems made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1052 holding.
  • 99 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.