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HB Wealth Management, LLC → PEGA

HB Wealth Management, LLC PEGA Position History

Pegasystems Inc. • Technology

Quarters held
5
Latest value
$90K
Q3 2026
Peak value
$256K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$256K
Q1 2026$73K
Q2 2026$144K
Q3 2026$248K
Q3 2026$90K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$90K18.0K——
Q3 2026$248K13.4K——
Q2 2026$144K24.4K——
Q1 2026$73K16.9K——
Q1 2026$256K6.0K——

Other funds holding PEGA

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
HB Wealth Management, LLC PEGA Holdings: 13F Position History | Track13F