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Patriot Financial Group Insurance Agency’s Pagaya Technologies PGY Stock Holding History

Patriot Financial Group Insurance Agency’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 		$239K Sell
13,118
-25,684
-66% -$364K 0.02% 441
2026
Q1 		$452K Buy
+38,802
New +$614K 0.03% 471

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

Patriot Financial Group Insurance Agency's PGY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Pagaya Technologies (PGY) stake by 66% in Q2 2026, selling an estimated $364K and leaving 13,118 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #441.

Patriot Financial Group Insurance Agency first reported a position in PGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $452K in Q1 2026. 76 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 13,118 shares of Pagaya Technologies worth $239K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 25,684 Pagaya Technologies shares in Q2 2026, an estimated $364K.
  • Pagaya Technologies made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #441 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Pagaya Technologies in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's Pagaya Technologies position peaked at $452K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.