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Root Financial Partners’s Pagaya Technologies PGY Stock Holding History

Root Financial Partners’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 		– Sell
-657
Closed -$7.65K – 2397
2026
Q1 		$7.65K Sell
657
-657
-50% -$10.4K ﹤0.01% 1784
2025
Q4 		$27.5K Buy
+1,314
New +$33.5K ﹤0.01% 1001

Other funds holding PGY

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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

Root Financial Partners's PGY Position: Q2 2026 in Review

Root Financial Partners sold out of Pagaya Technologies (PGY) in Q2 2026, closing a stake of 657 shares — an estimated $7.65K sold.

Root Financial Partners first reported a position in PGY in Q4 2025 and held it in 2 quarters. The position peaked at $27.5K in Q4 2025. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Root Financial Partners reported no remaining Pagaya Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 657 Pagaya Technologies shares in Q2 2026, an estimated $7.65K.
  • Root Financial Partners first reported a position in Pagaya Technologies in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Pagaya Technologies position peaked at $27.5K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.