BWL
PGY icon

Bogart Wealth LLC’s Pagaya Technologies PGY Stock Holding History

Bogart Wealth LLC’s Portfolio PGY Stock Details PGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.8K Buy
+3,000
New +$42.6K ﹤0.01% 515

Other funds holding PGY

HIIL
HS Investments IV Ltd St Peter Port $112M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Bogart Wealth LLC's PGY Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Pagaya Technologies (PGY) in Q2 2026: 3,000 shares worth $54.8K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

30 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Bogart Wealth LLC held 3,000 shares of Pagaya Technologies worth $54.8K as of Q2 2026.
  • Pagaya Technologies was a new Bogart Wealth LLC position in Q2 2026.
  • Pagaya Technologies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #515 holding.
  • 30 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.