Creative Planning
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Creative Planning’s Pagaya Technologies PGY Stock Holding History

Creative Planning’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 		$1.33M Buy
72,808
+22,316
+44% +$317K ﹤0.01% 2415
2026
Q1 		$588K Buy
+50,492
New +$798K ﹤0.01% 2891
2025
Q4 		– Sell
-8,377
Closed -$249K – 4056
2025
Q3 		$249K Buy
+8,377
New +$271K ﹤0.01% 3298

Other funds holding PGY

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's PGY Position: Q2 2026 in Review

Creative Planning increased its Pagaya Technologies (PGY) stake by 44% in Q2 2026, buying an estimated $317K and bringing the position to 72,808 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Creative Planning first reported a position in PGY in Q3 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Creative Planning held 72,808 shares of Pagaya Technologies worth $1.33M as of Q2 2026.
  • Creative Planning bought 22,316 Pagaya Technologies shares in Q2 2026, an estimated $317K.
  • Pagaya Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2415 holding.
  • Creative Planning first reported a position in Pagaya Technologies in Q3 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.