EWA
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EverSource Wealth Advisors’s Pagaya Technologies PGY Stock Holding History

EverSource Wealth Advisors’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 		$12.6K Buy
689
+182
+36% +$2.58K ﹤0.01% 2765
2026
Q1 		$5.91K Sell
507
-63
-11% -$996 ﹤0.01% 3184
2025
Q4 		$11.9K Buy
570
+45
+9% +$1.15K ﹤0.01% 2711
2025
Q3 		$15.6K Buy
525
+17
+3% +$549 ﹤0.01% 2536
2025
Q2 		$10.8K Buy
+508
New +$7.23K ﹤0.01% 2758

Other funds holding PGY

HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
QCM
Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

EverSource Wealth Advisors's PGY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pagaya Technologies (PGY) stake by 36% in Q2 2026, buying an estimated $2.58K and bringing the position to 689 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

EverSource Wealth Advisors first reported a position in PGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.6K in Q3 2025. 63 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • EverSource Wealth Advisors held 689 shares of Pagaya Technologies worth $12.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 182 Pagaya Technologies shares in Q2 2026, an estimated $2.58K.
  • Pagaya Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2765 holding.
  • EverSource Wealth Advisors first reported a position in Pagaya Technologies in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Pagaya Technologies position peaked at $15.6K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

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