LPL Financial
PGY icon

LPL Financial’s Pagaya Technologies PGY Stock Holding History

LPL Financial’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 		$1.5M Buy
81,928
+34,438
+73% +$489K ﹤0.01% 4061
2026
Q1 		$553K Buy
47,490
+20,825
+78% +$329K ﹤0.01% 4672
2025
Q4 		$557K Sell
26,665
-8,809
-25% -$224K ﹤0.01% 4615
2025
Q3 		$1.05M Buy
+35,474
New +$1.15M ﹤0.01% 3954
2022
Q4 		– Sell
-2,000
Closed -$43K – 4529
2022
Q3 		$43K Buy
+2,000
New +$277K ﹤0.01% 4251

Other funds holding PGY

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's PGY Position: Q2 2026 in Review

LPL Financial increased its Pagaya Technologies (PGY) stake by 73% in Q2 2026, buying an estimated $489K and bringing the position to 81,928 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #4061.

LPL Financial first reported a position in PGY in Q3 2022 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • LPL Financial held 81,928 shares of Pagaya Technologies worth $1.5M as of Q2 2026.
  • LPL Financial bought 34,438 Pagaya Technologies shares in Q2 2026, an estimated $489K.
  • Pagaya Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4061 holding.
  • LPL Financial first reported a position in Pagaya Technologies in Q3 2022 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.