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Lifestyle Asset Management, Inc. → PEGA

Lifestyle Asset Management, Inc. PEGA Position History

Pegasystems Inc. • Technology

Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.5M
Q2 2026$1.7M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M59.6K——
Q2 2026$1.7M55.8K——
Q1 2026$1.5M34.8K——
Q4 2025$1.6M27.0K——

Other funds holding PEGA

Other Lifestyle Asset Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$63.8M
SPY

STATE STR SPDR S&P 500 ETF T

$60.7M
SPY

SPDR S&P 500 ETF TR

$42.7M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$39.1M
ETHA

ISHARES TR

$24M
ETHA

ISHARES TR

$16.6M
STT-PG

SPDR SERIES TRUST

$15.6M