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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
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

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's PGY Position: Q2 2026 in Review

True Wealth Design increased its Pagaya Technologies (PGY) stake by 102% in Q2 2026, buying an estimated $624 and bringing the position to 87 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

True Wealth Design first reported a position in PGY in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.43K in Q1 2025. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • True Wealth Design held 87 shares of Pagaya Technologies worth $1.59K as of Q2 2026.
  • True Wealth Design bought 44 Pagaya Technologies shares in Q2 2026, an estimated $624.
  • Pagaya Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1792 holding.
  • True Wealth Design first reported a position in Pagaya Technologies in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Pagaya Technologies position peaked at $3.43K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.