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Wealth Preservation Advisors’s Pagaya Technologies PGY Stock Holding History

Wealth Preservation 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
2026
Q2 		– Sell
-109
Closed -$1.27K – 710
2026
Q1 		$1.27K Buy
+109
New +$1.72K ﹤0.01% 657

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 Preservation Advisors's PGY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Pagaya Technologies (PGY) in Q2 2026, closing a stake of 109 shares — an estimated $1.27K sold.

Wealth Preservation Advisors first reported a position in PGY in Q1 2026 and held it in 1 quarter. The position peaked at $1.27K in Q1 2026. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Pagaya Technologies position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 109 Pagaya Technologies shares in Q2 2026, an estimated $1.27K.
  • Wealth Preservation Advisors first reported a position in Pagaya Technologies in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Pagaya Technologies position peaked at $1.27K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.