Perigon Wealth Management, LLC
Position in PYPL — PayPal Holdings, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in PYPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$690,189
-$279,135 QoQ
Shares Held
15,984
-25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#653
of 1,371 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names. PYPL ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
This page
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,189 | 15,984 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $969,324 | 21,431 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,018,030 | 17,438 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $958,823 | 14,298 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,297,552 | 17,459 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,285,816 | 19,706 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,818,467 | 21,306 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $992,229 | 12,716 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,018,252 | 17,547 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $981,202 | 14,647 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $843,773 | 13,740 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $948,104 | 16,218 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,712,491 | 25,663 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $845,895 | 11,139 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $922,370 | 12,951 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,043,082 | 12,119 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $670,883 | 9,606 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,430,706 | 12,371 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,321,042 | 12,308 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,771,483 | 14,494 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,714,912 | 12,745 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,951,963 | 12,156 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,576,902 | 11,003 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,645,397 | 8,351 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,431,822 | 8,218 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $891,722 | 9,314 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||