Position in PYPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$927,376
+$225,769 QoQ
Shares Held
21,477
+38.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#598
of 1,371 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $188,154,203 across 9 Credit Services names. PYPL ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
359,913 | $123,482,551 | |
| 2 | MA |
Mastercard Inc
|
96,354 | $49,487,414 | |
| 3 | AXP |
American Express Co
|
29,873 | $10,104,542 | |
| 4 | COF |
Capital One Financial Corp
|
12,130 | $2,433,520 | |
| 5 | PYPL |
PayPal Holdings, Inc.
This page
|
21,477 | $927,376 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,270 | $609,756 | |
| 7 | SYF |
Synchrony Financial
|
7,097 | $539,726 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
16,614 | $297,889 |
All Filings in PYPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,376 | 21,477 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $701,607 | 15,512 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,128,718 | 19,334 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,072,140 | 14,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $725,253 | 11,115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $807,325 | 9,459 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $757,359 | 9,706 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $641,405 | 11,053 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $668,426 | 9,978 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $672,071 | 10,944 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $661,884 | 11,322 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,997,362 | 29,932 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $645,110 | 8,495 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $661,776 | 9,292 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $417,224 | 5,974 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,049,986 | 9,079 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,821,494 | 9,659 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,472,255 | 9,501 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,635,562 | 9,042 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,199,401 | 9,057 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,830,741 | 7,817 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,548,655 | 7,860 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,445,934 | 8,299 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $838,395 | 8,757 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||