Pinnacle Wealth Planning Services, Inc.
Position in PYPL — PayPal Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in PYPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$73,017
-$11,517 QoQ
Shares Held
1,691
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,043
of 1,371 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $9,034,125 across 23 Credit Services names. PYPL ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,282 | $3,870,741 | |
| 2 | MA |
Mastercard Inc
|
3,422 | $1,757,539 | |
| 3 | AXP |
American Express Co
|
2,609 | $882,494 | |
| 4 | COF |
Capital One Financial Corp
|
3,456 | $693,342 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
3,815 | $413,355 | |
| 6 | SYF |
Synchrony Financial
|
4,956 | $376,903 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9,252 | $165,888 | |
| 8 | CACC |
Credit Acceptance Corp
|
255 | $162,368 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,017 | 1,691 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $84,534 | 1,869 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $379,528 | 6,501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $561,158 | 8,368 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $634,098 | 8,532 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $539,356 | 8,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $688,689 | 8,069 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $703,206 | 9,012 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $434,412 | 7,486 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $511,401 | 7,634 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $423,913 | 6,903 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $245,532 | 4,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $304,488 | 4,563 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $652,172 | 8,588 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $565,414 | 7,939 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,037,057 | 12,049 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $737,370 | 10,558 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,115,675 | 9,647 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,043,074 | 10,834 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,380,401 | 9,148 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,658,006 | 9,119 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,230,242 | 9,184 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,097,962 | 8,958 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,844,200 | 9,360 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,576,606 | 9,049 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $872,669 | 9,115 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||