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Triumph Capital Management’s Pagaya Technologies PGY Stock Holding History

Triumph Capital Management’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
Q3 		$24.2K Buy
1,400
+1,300
+1,300% +$25.7K ﹤0.01% 913
2026
Q2 		$1.82K Hold
100
– – ﹤0.01% 1579
2026
Q1 		$1.17K Hold
100
– – ﹤0.01% 1618
2025
Q4 		$2.09K Buy
+100
New +$2.55K ﹤0.01% 1461

Other funds holding PGY

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Triumph Capital Management's PGY Position: Q3 2026 in Review

Triumph Capital Management increased its Pagaya Technologies (PGY) stake by 1,300% in Q3 2026, buying an estimated $25.7K and bringing the position to 1,400 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Triumph Capital Management first reported a position in PGY in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold PGY as of Q3 2026.

  • Triumph Capital Management held 1,400 shares of Pagaya Technologies worth $24.2K as of Q3 2026.
  • Triumph Capital Management bought 1,300 Pagaya Technologies shares in Q3 2026, an estimated $25.7K.
  • Pagaya Technologies made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #913 holding.
  • Triumph Capital Management first reported a position in Pagaya Technologies in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.