UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in PYPL — PayPal Holdings, Inc.

CIK 1463217 IRVING, TX

Back to PYPL Full portfolio

Position in PYPL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$744,768

-$343,646 QoQ

Shares Held

17,248

-28.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#638

of 1,371 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PYPL Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. PYPL ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	283,047	$97,110,595
2	AXP	American Express Co	130,559	$44,161,581
3	MA	Mastercard Inc	58,613	$30,103,636
4	COF	Capital One Financial Corp	34,093	$6,839,737
5	SYF	Synchrony Financial	17,202	$1,308,212
6	AFRM	Affirm Holdings, Inc.	9,426	$768,690
7	PYPL	PayPal Holdings, Inc. This page	17,248	$744,768
8	SOFI	SoFi Technologies, Inc.	18,582	$333,175

All Filings in PYPL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,768	17,248	-28.3%	Shares	Defined	2026-08-17
2026-03-31	$1,088,414	24,064	-5.3%	Shares	Defined	2026-05-15
2025-12-31	$1,483,202	25,406	-8.6%	Shares	Defined	2026-02-17
2025-09-30	$1,863,999	27,796	+2.0%	Shares	Defined	2025-11-14
2025-06-30	$2,024,476	27,240	-17.3%	Shares	Defined	2025-08-11
2025-03-31	$2,148,291	32,924	-3.9%	Shares	Defined	2025-05-13
2024-12-31	$2,925,285	34,274	-0.3%	Shares	Defined	2025-02-13
2024-09-30	$2,682,749	34,381	+3.1%	Shares	Defined	2024-11-12
2024-06-30	$1,934,662	33,339	-5.5%	Shares	Defined	2024-08-14
2024-03-31	$2,363,273	35,278	-1.2%	Shares	Defined	2024-05-15
2023-12-31	$2,192,644	35,705	-18.7%	Shares	Defined	2024-02-14
2023-09-30	$2,566,101	43,895	-2.0%	Shares	Defined	2023-11-14
2023-06-30	$2,988,970	44,792	+182.1%	Shares	Defined	2023-08-14
2023-03-31	$1,205,699	15,877	+19.8%	Shares	Defined	2023-08-15
2022-12-31	$944,021	13,255	-20.4%	Shares	Defined	2023-02-15
2022-09-30	$1,433,151	16,651	-27.8%	Shares	Defined	2022-11-14
2022-06-30	$1,611,488	23,074	-3.8%	Shares	Defined	2022-08-11
2022-03-31	$2,775,137	23,996	-43.0%	Shares	Defined	2022-05-16
2021-12-31	$7,939,595	42,102	-15.3%	Shares	Defined	2022-02-14
2021-09-30	$12,928,273	49,684	-8.1%	Shares	Defined	2021-11-15
2021-06-30	$15,760,032	54,069	+1.7%	Shares	Defined	2021-08-13
2021-03-31	$12,910,588	53,165	+6.5%	Shares	Defined	2021-05-14
2020-12-31	$11,689,624	49,913	+66.5%	Shares	Defined	2021-02-17
2020-09-30	$5,907,156	29,981	-16.8%	Shares	Defined	2020-11-13
2020-06-30	$6,280,643	36,048	+11.7%	Shares	Defined	2020-08-13
2020-03-31	$3,090,774	32,283	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.