Position in PYPL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$205,977
-$12,504 QoQ
Shares Held
4,554
+39.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,091 | $3,805,211 | |
| 2 | AXP |
American Express Co
|
10,480 | $3,544,860 | |
| 3 | MA |
Mastercard Inc
|
5,791 | $2,974,257 | |
| 4 | COF |
Capital One Financial Corp
|
6,407 | $1,285,372 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
5,706 | $465,324 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,403 | $279,575 |
All Filings in PYPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,977 | 4,554 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $218,481 | 3,258 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $250,532 | 3,371 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $220,153 | 3,374 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $404,473 | 4,739 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $368,925 | 4,728 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $294,154 | 5,069 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $376,483 | 5,620 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,257,983 | 20,485 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,081,919 | 18,507 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,336,334 | 20,026 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $875,891 | 11,534 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $723,523 | 10,159 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,101,696 | 12,800 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $771,662 | 11,049 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,406,072 | 12,158 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,551,824 | 8,229 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,093,389 | 8,045 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $2,308,230 | 7,919 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $2,047,626 | 8,432 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $2,190,238 | 9,352 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,000 | 8,991 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $1,761,813 | 10,112 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $953,857 | 9,963 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||