Wealth Enhancement Advisory Services
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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
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

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

Wealth Enhancement Advisory Services's PGY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pagaya Technologies (PGY) stake by 53% in Q2 2026, buying an estimated $133K and bringing the position to 26,967 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Wealth Enhancement Advisory Services first reported a position in PGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2025. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,967 shares of Pagaya Technologies worth $485K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,341 Pagaya Technologies shares in Q2 2026, an estimated $133K.
  • Pagaya Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2714 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pagaya Technologies in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Pagaya Technologies position peaked at $1.13M in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.