Insight Wealth Strategies’s Pagaya Technologies PGY Stock Holding History

Insight Wealth Strategies’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	$4.44M	Buy	+256,154	New	+$5.06M	0.44%	74

Other funds holding PGY

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

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Insight Wealth Strategies's PGY Position: Q3 2026 in Review

Insight Wealth Strategies opened a new position in Pagaya Technologies (PGY) in Q3 2026: 256,154 shares worth $4.44M. The stake represents 0.44% of the portfolio and ranks #74 among its holdings.

13 funds tracked by Wall St. Rank hold PGY as of Q3 2026.

Insight Wealth Strategies held 256,154 shares of Pagaya Technologies worth $4.44M as of Q3 2026.
Pagaya Technologies was a new Insight Wealth Strategies position in Q3 2026.
Pagaya Technologies made up 0.44% of Insight Wealth Strategies's portfolio in Q3 2026, its #74 holding.
13 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.