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Independent Financial Group’s Pagaya Technologies PGY Stock Holding History

Independent Financial Group’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 		– Sell
-12,200
Closed -$255K – 1509
2025
Q4 		$255K Buy
+12,200
New +$311K 0.01% 1227

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Vanguard Portfolio Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Financial Group's PGY Position: Q1 2026 in Review

Independent Financial Group sold out of Pagaya Technologies (PGY) in Q1 2026, closing a stake of 12,200 shares — an estimated $255K sold.

Independent Financial Group first reported a position in PGY in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 215 funds tracked by Wall St. Rank hold PGY as of Q1 2026.

  • Independent Financial Group reported no remaining Pagaya Technologies position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 12,200 Pagaya Technologies shares in Q1 2026, an estimated $255K.
  • Independent Financial Group first reported a position in Pagaya Technologies in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's Pagaya Technologies position peaked at $255K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Pagaya Technologies as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.