IFP Advisors’s Pagaya Technologies PGY Stock Holding History

IFP 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 Q1	$228K	Buy	19,535 +2,463	+14%	+$38.9K	﹤0.01%	1322
2025 Q4	$357K	Buy	17,072 +5,186	+44%	+$132K	0.01%	1075
2025 Q3	$353K	Buy	11,886 +2,036	+21%	+$65.8K	0.01%	1009
2025 Q2	$210K	Buy	9,850 +235	+2%	+$3.34K	0.01%	1252
2025 Q1	$101K	Sell	9,615 -3,650	-28%	-$40.5K	﹤0.01%	1522
2024 Q4	$123K	Buy	13,265 +5,925	+81%	+$62.5K	﹤0.01%	1361
2024 Q3	$77.6K	Buy	7,340 +3,650	+99%	+$47.9K	﹤0.01%	1520
2024 Q2	$47.1K	Sell	3,690 -1,781	-33%	-$20K	﹤0.01%	1709
2024 Q1	$89.3K	Buy	+5,471	New	+$77.7K	﹤0.01%	1342

Other funds holding PGY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

HS Investments IV Ltd St Peter Port $80.6M AUM

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return