Position in PYPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$365,475
-$81,216 QoQ
Shares Held
8,464
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#811
of 1,371 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. PYPL ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
This page
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in PYPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,475 | 8,464 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $446,691 | 9,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $755,378 | 12,939 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,120,773 | 16,713 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,346,901 | 18,123 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,168,572 | 25,408 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,181,796 | 27,961 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,699,118 | 29,280 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,107,063 | 46,381 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,592,238 | 42,212 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,711,433 | 46,381 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,405,298 | 51,031 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,797,075 | 50,001 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,820,739 | 53,647 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $5,655,658 | 65,710 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $3,526,428 | 50,493 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,477,439 | 56,009 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $12,794,775 | 67,848 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $20,930,250 | 80,436 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $24,512,593 | 84,097 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $23,577,577 | 97,091 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $19,751,959 | 84,338 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $17,355,583 | 88,086 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $10,139,661 | 58,197 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $5,803,853 | 60,621 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||