Carson Wealth (CWM LLC)
PGY icon

Carson Wealth (CWM LLC)’s Pagaya Technologies PGY Stock Holding History

Carson Wealth (CWM 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
Q1 		$176K Buy
15,120
+6,272
+71% +$99.2K ﹤0.01% 2832
2025
Q4 		$185K Buy
8,848
+416
+5% +$10.6K ﹤0.01% 2634
2025
Q3 		$250K Buy
8,432
+237
+3% +$7.66K ﹤0.01% 2272
2025
Q2 		$175K Sell
8,195
-2,995
-27% -$42.6K ﹤0.01% 2291
2025
Q1 		$117K Buy
11,190
+11,176
+79,829% +$124K ﹤0.01% 2290
2024
Q4 		$0 Sell
14
-51
-78% -$538 ﹤0.01% 5094
2024
Q3 		$1K Buy
+65
New +$854 ﹤0.01% 4671

Other funds holding PGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Pagaya Technologies (PGY) stake by 71% in Q1 2026, buying an estimated $99.2K and bringing the position to 15,120 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Carson Wealth (CWM LLC) first reported a position in PGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $250K in Q3 2025. 215 funds tracked by Wall St. Rank hold PGY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,120 shares of Pagaya Technologies worth $176K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,272 Pagaya Technologies shares in Q1 2026, an estimated $99.2K.
  • Pagaya Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2832 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pagaya Technologies in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Pagaya Technologies position peaked at $250K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Pagaya Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.