EXENCIAL WEALTH ADVISORS, LLC

Position in PYPL — PayPal Holdings, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in PYPL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$649,050

-$190,921 QoQ

Shares Held

14,350

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $33,649,779 across 5 Credit Services names. PYPL ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	33,240	$16,608,698
2	V	Visa Inc.	51,493	$15,563,244
3	PYPL	PayPal Holdings, Inc. This page	14,350	$649,050
4	AXP	American Express Co	1,544	$467,029
5	COF	Capital One Financial Corp	1,983	$361,758

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$649,050	14,350	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$839,971	14,388	-3.0%	Shares	Sole	2026-01-30
2025-09-30	$994,700	14,833	+9.0%	Shares	Sole	2025-10-27
2025-06-30	$1,011,643	13,612	+3.6%	Shares	Sole	2025-07-30
2025-03-31	$857,124	13,136	+8.0%	Shares	Sole	2025-05-09
2024-12-31	$1,037,685	12,158	+1.3%	Shares	Sole	2025-02-06
2024-09-30	$936,828	12,006	+9.3%	Shares	Sole	2024-10-31
2024-06-30	$637,169	10,980	-2.9%	Shares	Sole	2024-08-12
2024-03-31	$757,321	11,305	+17.0%	Shares	Sole	2024-05-10
2023-12-31	$593,404	9,663	+69.2%	Shares	Sole	2024-02-13
2023-09-30	$333,923	5,712	-7.7%	Shares	Sole	2023-11-08
2023-06-30	$412,858	6,187	+1.6%	Shares	Sole	2023-08-10
2023-03-31	$462,626	6,092	+42.5%	Shares	Sole	2023-05-02
2022-12-31	$304,465	4,275	-22.5%	Shares	Sole	2023-02-14
2022-09-30	$474,589	5,514	+18.1%	Shares	Sole	2022-11-08
2022-06-30	$326,082	4,669	-90.5%	Shares	Sole	2022-08-11
2022-03-31	$5,670,666	49,033	-32.5%	Shares	Sole	2022-05-12
2021-12-31	$13,694,113	72,617	+43.6%	Shares	Sole	2022-02-10
2021-09-30	$13,159,079	50,571	+42.8%	Shares	Sole	2021-11-04
2021-06-30	$10,320,432	35,407	+4.2%	Shares	Sole	2021-08-16
2021-03-31	$8,253,645	33,988	+9.4%	Shares	Sole	2021-05-06
2020-12-31	$7,274,252	31,060	+587.3%	Shares	Sole	2021-02-11
2020-09-30	$890,378	4,519	-4.5%	Shares	Sole	2020-11-13
2020-06-30	$824,630	4,733	+11.5%	Shares	Sole	2020-08-17
2020-03-31	$406,320	4,244	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.