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Rothschild Investment LLC’s Pagaya Technologies PGY Stock Holding History

Rothschild Investment LLC’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 		$8.81K Buy
483
+246
+104% +$3.49K ﹤0.01% 1956
2026
Q1 		$2.76K Buy
237
+94
+66% +$1.49K ﹤0.01% 2390
2025
Q4 		$2.99K Sell
143
-2
-1% -$51 ﹤0.01% 2166
2025
Q3 		$4.3K Sell
145
-15
-9% -$484 ﹤0.01% 1772
2025
Q2 		$3.41K Buy
+160
New +$2.28K ﹤0.01% 1704

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

Rothschild Investment LLC's PGY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pagaya Technologies (PGY) stake by 104% in Q2 2026, buying an estimated $3.49K and bringing the position to 483 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Rothschild Investment LLC first reported a position in PGY in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Rothschild Investment LLC held 483 shares of Pagaya Technologies worth $8.81K as of Q2 2026.
  • Rothschild Investment LLC bought 246 Pagaya Technologies shares in Q2 2026, an estimated $3.49K.
  • Pagaya Technologies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1956 holding.
  • Rothschild Investment LLC first reported a position in Pagaya Technologies in Q2 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.