Modera Wealth Management, LLC

Position in PYPL — PayPal Holdings, Inc.

CIK 1542143 WESTWOOD, NJ

Position in PYPL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,650,042

-$250,829 QoQ

Shares Held

61,372

-4.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#405

of 1,376 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $59,101,887 across 5 Credit Services names. PYPL ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	126,886	$43,533,317
2	AXP	American Express Co	18,722	$6,332,716
3	MA	Mastercard Inc	10,910	$5,603,376
4	PYPL	PayPal Holdings, Inc. This page	61,372	$2,650,042
5	COF	Capital One Financial Corp	4,897	$982,436

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,650,042	61,372	-4.3%	Shares	Sole	2026-08-03
2026-03-31	$2,900,871	64,136	-7.5%	Shares	Sole	2026-05-06
2025-12-31	$4,047,076	69,323	-9.0%	Shares	Sole	2026-01-21
2025-09-30	$5,110,642	76,210	-4.5%	Shares	Sole	2025-10-31
2025-06-30	$5,931,404	79,809	-8.3%	Shares	Sole	2025-08-06
2025-03-31	$5,676,358	86,994	-4.6%	Shares	Sole	2025-05-08
2024-12-31	$7,783,834	91,199	+1.0%	Shares	Sole	2025-02-06
2024-09-30	$7,048,918	90,336	+1.2%	Shares	Sole	2024-10-24
2024-06-30	$5,181,498	89,290	+1.9%	Shares	Sole	2024-07-29
2024-03-31	$5,871,606	87,649	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$5,389,587	87,764	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$5,182,771	88,655	+7.9%	Shares	Sole	2023-11-30
2023-06-30	$5,485,339	82,202	+1560.6%	Shares	Sole	2023-08-07
2021-12-31	$933,471	4,950	+172.1%	Shares	Sole	2022-02-04
2021-09-30	$473,321	1,819	+37.6%	Shares	Sole	2021-11-04
2020-12-31	$309,612	1,322	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.