W.G. Shaheen & Associates DBA Whitney & Co

Position in PYPL — PayPal Holdings, Inc.

CIK 1577001 ROCHESTER, NY

Position in PYPL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$317,243

-$266,088 QoQ

Shares Held

7,347

-43.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#846

of 1,376 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $26,228,860 across 4 Credit Services names. PYPL ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	68,900	$23,638,901
2	AXP	American Express Co	5,846	$1,977,409
3	PYPL	PayPal Holdings, Inc. This page	7,347	$317,243
4	SOFI	SoFi Technologies, Inc.	16,470	$295,307

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,243	7,347	-43.0%	Shares	Sole	2026-07-28
2026-03-31	$583,331	12,897	-12.4%	Shares	Sole	2026-05-05
2025-12-31	$859,470	14,722	-80.4%	Shares	Sole	2026-01-30
2024-06-30	$4,368,382	75,278	-1.4%	Shares	Sole	2024-07-30
2024-03-31	$5,112,810	76,322	-1.5%	Shares	Sole	2024-05-08
2023-12-31	$4,759,520	77,504	-6.7%	Shares	Sole	2024-02-13
2023-09-30	$4,857,149	83,085	+0.9%	Shares	Sole	2023-11-08
2023-06-30	$5,494,348	82,337	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$6,208,930	81,761	+4.1%	Shares	Sole	2023-05-03
2022-12-31	$5,592,479	78,524	-1.1%	Shares	Sole	2023-02-03
2022-09-30	$6,831,634	79,373	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$5,519,944	79,037	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$9,153,119	79,145	+17.3%	Shares	Sole	2022-05-13
2021-12-31	$12,726,887	67,488	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$17,302,403	66,494	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$19,355,146	66,403	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$15,849,438	65,267	+1.0%	Shares	Sole	2021-05-11
2020-12-31	$15,130,022	64,603	-0.6%	Shares	Sole	2021-02-10
2020-09-30	$12,800,053	64,965	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$11,329,654	65,027	-12.4%	Shares	Sole	2020-08-13
2020-03-31	$7,103,142	74,192	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.