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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
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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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's PGY Position: Q1 2026 in Review

Root Financial Partners reduced its Pagaya Technologies (PGY) stake by 50% in Q1 2026, selling an estimated $10.4K and leaving 657 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Root Financial Partners first reported a position in PGY in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.5K in Q4 2025. 214 funds tracked by Wall St. Rank hold PGY as of Q1 2026.

  • Root Financial Partners held 657 shares of Pagaya Technologies worth $7.65K as of Q1 2026.
  • Root Financial Partners sold 657 Pagaya Technologies shares in Q1 2026, an estimated $10.4K.
  • Pagaya Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1784 holding.
  • Root Financial Partners first reported a position in Pagaya Technologies in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Pagaya Technologies position peaked at $27.5K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Pagaya Technologies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.