TPWA
PGY icon

Twin Peaks Wealth Advisors’s Pagaya Technologies PGY Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-300
Closed -$9.46K – 1549
2025
Q2 		$9.46K Buy
+300
New +$4.27K ﹤0.01% 964

Other funds holding PGY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's PGY Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Pagaya Technologies (PGY) in Q3 2025, closing a stake of 300 shares — an estimated $9.46K sold.

Twin Peaks Wealth Advisors first reported a position in PGY in Q2 2025 and held it in 1 quarter. The position peaked at $9.46K in Q2 2025. 226 funds tracked by Wall St. Rank hold PGY as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Pagaya Technologies position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 300 Pagaya Technologies shares in Q3 2025, an estimated $9.46K.
  • Twin Peaks Wealth Advisors first reported a position in Pagaya Technologies in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Pagaya Technologies position peaked at $9.46K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.