Position in PYPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,410,561
+$219,339 QoQ
Shares Held
32,667
+24.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#502
of 1,349 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, 2026Integrated Wealth Concepts LLC holds $106,342,444 across 41 Credit Services names. PYPL ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
175,952 | $60,367,371 | |
| 2 | AXP |
American Express Co
|
37,457 | $12,669,830 | |
| 3 | MA |
Mastercard Inc
|
21,289 | $10,934,030 | |
| 4 | COF |
Capital One Financial Corp
|
51,351 | $10,302,037 | |
| 5 | ALLY |
Ally Financial Inc.
|
54,444 | $2,501,701 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
31,931 | $1,946,833 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,253 | $1,568,968 | |
| 8 | PYPL |
PayPal Holdings, Inc.
This page
|
32,667 | $1,410,561 |
All Filings in PYPL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,561 | 32,667 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,191,222 | 26,337 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,116,108 | 19,118 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,214,991 | 33,030 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,565,600 | 34,521 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,278,986 | 34,927 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,429,448 | 40,181 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,796,673 | 35,841 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,208,099 | 38,051 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,395,696 | 35,762 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,831,676 | 46,111 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,383,940 | 40,779 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,530,201 | 37,917 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,921,433 | 25,302 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,251,762 | 17,576 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,669,844 | 19,401 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,330,591 | 19,052 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,222,330 | 19,216 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,819,499 | 20,254 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $5,788,111 | 22,244 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,047,267 | 17,316 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $3,770,091 | 15,525 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,082,974 | 8,894 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,603,627 | 8,139 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,389,135 | 7,973 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $657,925 | 6,872 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||