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Optivise Advisory Services’s Pagaya Technologies PGY Stock Holding History

Optivise Advisory Services’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 		$223K Buy
+12,232
New +$174K 0.11% 197

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AF
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Allspring Global Investments
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Vanguard Portfolio Management
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BlackRock
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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

Optivise Advisory Services's PGY Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Pagaya Technologies (PGY) in Q2 2026: 12,232 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #197 among its holdings.

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

  • Optivise Advisory Services held 12,232 shares of Pagaya Technologies worth $223K as of Q2 2026.
  • Pagaya Technologies was a new Optivise Advisory Services position in Q2 2026.
  • Pagaya Technologies made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #197 holding.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.