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Institute for Wealth Management’s Pagaya Technologies PGY Stock Holding History

Institute for Wealth Management’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 		$27.6K Buy
+1,512
New +$21.5K ﹤0.01% 1034

Other funds holding PGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 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

Institute for Wealth Management's PGY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Pagaya Technologies (PGY) in Q2 2026: 1,512 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

81 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Institute for Wealth Management held 1,512 shares of Pagaya Technologies worth $27.6K as of Q2 2026.
  • Pagaya Technologies was a new Institute for Wealth Management position in Q2 2026.
  • Pagaya Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1034 holding.
  • 81 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.