Position in PYPL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,719,406
-$20,599 QoQ
Shares Held
38,015
+27.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $202,408,497 across 11 Credit Services names. PYPL ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
200,129 | $99,996,418 | |
| 2 | V |
Visa Inc.
|
302,052 | $91,292,160 | |
| 3 | AXP |
American Express Co
|
18,439 | $5,577,406 | |
| 4 | PYPL |
PayPal Holdings, Inc.
This page
|
38,015 | $1,719,406 | |
| 5 | COF |
Capital One Financial Corp
|
8,535 | $1,557,025 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
3,422 | $643,336 | |
| 7 | PRAA |
Pra Group Inc
|
25,765 | $450,881 | |
| 8 | SYF |
Synchrony Financial
|
5,960 | $405,393 |
All Filings in PYPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,719,406 | 38,015 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,740,005 | 29,805 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,757,082 | 56,026 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,346,763 | 45,032 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,807,174 | 43,022 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,669,310 | 31,275 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,505,381 | 32,108 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,597,154 | 27,523 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,612,778 | 24,075 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,486,064 | 187,039 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,575,080 | 198,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,181,710 | 197,538 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,262,367 | 187,811 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,401,538 | 174,130 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,486,058 | 179,924 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,605,561 | 180,492 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,213,089 | 140,191 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $18,592,856 | 98,594 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $27,866,669 | 107,093 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $31,185,736 | 106,991 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $22,969,264 | 94,586 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $19,249,366 | 82,192 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,356,612 | 57,639 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,958,303 | 45,677 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,685,694 | 17,607 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||