Bell & Brown Wealth Advisors, LLC

Position in PYPL — PayPal Holdings, Inc.

CIK 1725362 NEWPORT BEACH, CA

Position in PYPL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,738,869

+$84,150 QoQ

Shares Held

86,588

+7.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#356

of 1,371 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $12,251,338 across 4 Credit Services names. PYPL ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	14,154	$4,787,590
2	PYPL	PayPal Holdings, Inc. This page	86,588	$3,738,869
3	COF	Capital One Financial Corp	16,908	$3,392,082
4	V	Visa Inc.	970	$332,797

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,738,869	86,588	+7.2%	Shares	Sole	2026-08-10
2026-03-31	$3,654,719	80,803	+3.5%	Shares	Sole	2026-05-11
2025-12-31	$4,557,551	78,067	+4.1%	Shares	Sole	2026-05-13
2025-09-30	$5,026,817	74,960	+1.5%	Shares	Sole	2025-11-07
2025-06-30	$5,491,133	73,885	+1.8%	Shares	Sole	2025-07-29
2025-03-31	$4,737,215	72,601	+1.3%	Shares	Sole	2025-05-07
2024-12-31	$6,117,205	71,672	-0.4%	Shares	Sole	2025-05-07
2024-09-30	$5,617,457	71,991	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$4,102,604	70,698	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$4,662,504	69,600	+59.0%	Shares	Sole	2024-05-13
2023-12-31	$2,688,591	43,781	+4.4%	Shares	Sole	2024-02-12
2023-06-30	$2,797,521	41,923	+5.4%	Shares	Sole	2023-08-15
2023-03-31	$3,019,602	39,763	+2.3%	Shares	Sole	2023-04-14
2022-12-31	$2,768,891	38,878	-10.3%	Shares	Sole	2023-02-10
2022-09-30	$3,730,790	43,346	+3.6%	Shares	Sole	2022-10-26
2022-06-30	$2,923,292	41,857	+0.8%	Shares	Sole	2022-07-22
2022-03-31	$4,801,094	41,514	+51.8%	Shares	Sole	2022-05-02
2021-12-31	$5,155,777	27,340	+60.3%	Shares	Sole	2022-02-10
2021-09-30	$4,438,662	17,058	-15.1%	Shares	Sole	2021-11-12
2020-09-30	$3,958,726	20,092	-3.4%	Shares	Sole	2020-10-23
2020-06-30	$3,625,203	20,807	-7.8%	Shares	Defined	2020-08-07
2020-03-31	$2,161,521	22,577	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.