LRI Investments’s Pagaya Technologies PGY Stock Holding History

LRI Investments’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	-23	Closed	-$481	–	1481
2025 Q4	$481	Buy	+23	New	+$586	﹤0.01%	1318

Other funds holding PGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LRI Investments's PGY Position: Q1 2026 in Review

LRI Investments sold out of Pagaya Technologies (PGY) in Q1 2026, closing a stake of 23 shares — an estimated $481 sold.

LRI Investments first reported a position in PGY in Q4 2025 and held it in 1 quarter. The position peaked at $481 in Q4 2025. 215 funds tracked by Wall St. Rank hold PGY as of Q1 2026.

LRI Investments reported no remaining Pagaya Technologies position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 23 Pagaya Technologies shares in Q1 2026, an estimated $481.
LRI Investments first reported a position in Pagaya Technologies in Q4 2025 and held it in 1 quarter.
LRI Investments's Pagaya Technologies position peaked at $481 in Q4 2025.
215 funds tracked by Wall St. Rank held Pagaya Technologies as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.