Commonwealth Equity Services
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Commonwealth Equity Services’s Pagaya Technologies PGY Stock Holding History

Commonwealth Equity Services’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 		$479K Buy
26,245
+1,551
+6% +$22K ﹤0.01% 3341
2026
Q1 		$288K Sell
24,694
-6,380
-21% -$101K ﹤0.01% 3675
2025
Q4 		$649K Sell
31,074
-140
-0.4% -$3.57K ﹤0.01% 2951
2025
Q3 		$927K Buy
31,214
+1,217
+4% +$39.3K ﹤0.01% 2657
2025
Q2 		$640K Buy
29,997
+7,005
+30% +$99.7K ﹤0.01% 2957
2025
Q1 		$241K Buy
22,992
+164
+0.7% +$1.82K ﹤0.01% 3687
2024
Q4 		$212K Buy
22,828
+3,965
+21% +$41.9K ﹤0.01% 3710
2024
Q3 		$199K Buy
18,863
+7,400
+65% +$97.2K ﹤0.01% 3707
2024
Q2 		$146K Buy
+11,463
New +$129K ﹤0.01% 3730

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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services's PGY Position: Q2 2026 in Review

Commonwealth Equity Services increased its Pagaya Technologies (PGY) stake by 6.3% in Q2 2026, buying an estimated $22K and bringing the position to 26,245 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Commonwealth Equity Services first reported a position in PGY in Q2 2024 and has held it in 9 quarters since. The position peaked at $927K in Q3 2025. 40 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Commonwealth Equity Services held 26,245 shares of Pagaya Technologies worth $479K as of Q2 2026.
  • Commonwealth Equity Services bought 1,551 Pagaya Technologies shares in Q2 2026, an estimated $22K.
  • Pagaya Technologies made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3341 holding.
  • Commonwealth Equity Services first reported a position in Pagaya Technologies in Q2 2024 and has held it in 9 quarters since.
  • Commonwealth Equity Services's Pagaya Technologies position peaked at $927K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.