Farther Finance Advisors
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Farther Finance Advisors’s Pagaya Technologies PGY Stock Holding History

Farther Finance 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
Q3 		$41.7K Sell
2,406
-233
-9% -$4.6K ﹤0.01% 3571
2026
Q2 		$48.1K Sell
2,639
-1,376
-34% -$19.5K ﹤0.01% 3274
2026
Q1 		$47K Buy
4,015
+3,982
+12,067% +$63K ﹤0.01% 3037
2025
Q4 		$690 Buy
33
+11
+50% +$280 ﹤0.01% 4993
2025
Q3 		$653 Buy
+22
New +$711 ﹤0.01% 4477

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
GAMMA Investing
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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors's PGY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Pagaya Technologies (PGY) stake by 8.8% in Q3 2026, selling an estimated $4.6K and leaving 2,406 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Farther Finance Advisors first reported a position in PGY in Q3 2025 and has held it in 5 quarters since. The position peaked at $48.1K in Q2 2026. 13 funds tracked by Wall St. Rank hold PGY as of Q3 2026.

  • Farther Finance Advisors held 2,406 shares of Pagaya Technologies worth $41.7K as of Q3 2026.
  • Farther Finance Advisors sold 233 Pagaya Technologies shares in Q3 2026, an estimated $4.6K.
  • Pagaya Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3571 holding.
  • Farther Finance Advisors first reported a position in Pagaya Technologies in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Pagaya Technologies position peaked at $48.1K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.