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True Wealth Design’s Pagaya Technologies PGY Stock Holding History

True Wealth Design’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 		$1.56K Buy
90
+3
+3% +$59 ﹤0.01% 1774
2026
Q2 		$1.59K Buy
87
+44
+102% +$624 ﹤0.01% 1792
2026
Q1 		$501 Buy
+43
New +$680 ﹤0.01% 2053
2025
Q2 		– Sell
-327
Closed -$3.43K – 2766
2025
Q1 		$3.43K Buy
+327
New +$3.63K ﹤0.01% 805

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
GI
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
FFA
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
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PGY Position: Q3 2026 in Review

True Wealth Design increased its Pagaya Technologies (PGY) stake by 3.4% in Q3 2026, buying an estimated $59 and bringing the position to 90 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

True Wealth Design first reported a position in PGY in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.43K in Q1 2025. 13 funds tracked by Wall St. Rank hold PGY as of Q3 2026.

  • True Wealth Design held 90 shares of Pagaya Technologies worth $1.56K as of Q3 2026.
  • True Wealth Design bought 3 Pagaya Technologies shares in Q3 2026, an estimated $59.
  • Pagaya Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1774 holding.
  • True Wealth Design first reported a position in Pagaya Technologies in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Pagaya Technologies position peaked at $3.43K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.