Position in PYPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$512,719
-$45,193 QoQ
Shares Held
11,874
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 1,371 holders
Holding Since
Jun 2021
18 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, 2026Summit Financial, LLC holds $63,763,407 across 9 Credit Services names. PYPL ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
63,461 | $21,772,834 | |
| 2 | AXP |
American Express Co
|
37,177 | $12,575,120 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
500,342 | $8,971,132 | |
| 4 | MA |
Mastercard Inc
|
17,407 | $8,940,235 | |
| 5 | COF |
Capital One Financial Corp
|
31,031 | $6,225,439 | |
| 6 | SYF |
Synchrony Financial
|
46,739 | $3,554,500 | |
| 7 | ALLY |
Ally Financial Inc.
|
19,390 | $890,970 | |
| 8 | PYPL |
PayPal Holdings, Inc.
This page
|
11,874 | $512,719 |
All Filings in PYPL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,719 | 11,874 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $557,912 | 12,335 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $843,941 | 14,456 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,009,990 | 15,061 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,097,483 | 14,767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $874,806 | 13,407 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $898,906 | 10,532 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $705,235 | 9,038 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,383 | 6,262 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $240,913 | 4,121 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $317,367 | 4,756 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $351,830 | 4,633 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $321,700 | 4,517 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $577,271 | 6,707 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $642,320 | 5,554 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $878,028 | 4,656 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $553,726 | 2,128 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $372,511 | 1,278 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||