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Essential Partners’s Pagaya Technologies PGY Stock Holding History

Essential Partners’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
Q3 		$9.46K Hold
546
– – ﹤0.01% 1221
2026
Q2 		$9.96K Sell
546
-287
-34% -$4.07K ﹤0.01% 1218
2026
Q1 		$9.7K Sell
833
-146
-15% -$2.31K ﹤0.01% 1270
2025
Q4 		$20.5K Buy
979
+69
+8% +$1.76K 0.01% 900
2025
Q3 		$27K Buy
910
+10
+1% +$323 0.01% 796
2025
Q2 		$19.2K Buy
+900
New +$12.8K 0.01% 685

Other funds holding PGY

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's PGY Position: Q3 2026 in Review

Essential Partners held its Pagaya Technologies (PGY) position steady in Q3 2026 at 546 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Essential Partners first reported a position in PGY in Q2 2025 and has held it in 6 quarters since. The position peaked at $27K in Q3 2025. 13 funds tracked by Wall St. Rank hold PGY as of Q3 2026.

  • Essential Partners held 546 shares of Pagaya Technologies worth $9.46K as of Q3 2026.
  • Essential Partners left its Pagaya Technologies share count unchanged in Q3 2026.
  • Pagaya Technologies made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1221 holding.
  • Essential Partners first reported a position in Pagaya Technologies in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Pagaya Technologies position peaked at $27K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.