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Summit Wealth Group (Colorado)’s Pagaya Technologies PGY Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-52,982
Closed -$2.54M – 523
2025
Q3 		$2.54M Buy
+52,982
New +$1.71M 0.27% 70

Other funds holding PGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PGY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Pagaya Technologies (PGY) in Q4 2025, closing a stake of 52,982 shares — an estimated $2.54M sold.

Summit Wealth Group (Colorado) first reported a position in PGY in Q3 2025 and held it in 1 quarter. The position peaked at $2.54M in Q3 2025. 239 funds tracked by Wall St. Rank hold PGY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Pagaya Technologies position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 52,982 Pagaya Technologies shares in Q4 2025, an estimated $2.54M.
  • Summit Wealth Group (Colorado) first reported a position in Pagaya Technologies in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Pagaya Technologies position peaked at $2.54M in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Pagaya Technologies as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.