Wealth Enhancement Advisory Services’s Pagaya Technologies PGY Stock Holding History

Wealth Enhancement Advisory Services’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	$354K	Sell	19,369 -7,598	-28%	-$150K	﹤0.01%	3183
2026 Q2	$485K	Buy	26,967 +9,341	+53%	+$133K	﹤0.01%	2714
2026 Q1	$207K	Sell	17,626 -30,287	-63%	-$479K	﹤0.01%	3105
2025 Q4	$1.13M	Buy	47,913 +20,642	+76%	+$526K	﹤0.01%	1874
2025 Q3	$825K	Sell	27,271 -13,817	-34%	-$446K	﹤0.01%	1989
2025 Q2	$911K	Buy	41,088 +28,727	+232%	+$409K	﹤0.01%	1812
2025 Q1	$130K	Buy	12,361 +1,094	+10%	+$12.1K	﹤0.01%	2712
2024 Q4	$105K	Buy	+11,267	New	+$119K	﹤0.01%	2804

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

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 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

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

Wealth Enhancement Advisory Services's PGY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Pagaya Technologies (PGY) stake by 28% in Q3 2026, selling an estimated $150K and leaving 19,369 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Wealth Enhancement Advisory Services first reported a position in PGY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2025. 13 funds tracked by Wall St. Rank hold PGY as of Q3 2026.

Wealth Enhancement Advisory Services held 19,369 shares of Pagaya Technologies worth $354K as of Q3 2026.
Wealth Enhancement Advisory Services sold 7,598 Pagaya Technologies shares in Q3 2026, an estimated $150K.
Pagaya Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3183 holding.
Wealth Enhancement Advisory Services first reported a position in Pagaya Technologies in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Pagaya Technologies position peaked at $1.13M in Q4 2025.
13 funds tracked by Wall St. Rank held Pagaya Technologies as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.