Position in PYPL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$216,199
-$79,845 QoQ
Shares Held
4,780
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 65.56485355648536.ToString("F0")%
Shared 0.ToString("F0")%
None 34.43514644351465.ToString("F0")%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Soltis Investment Advisors LLC holds $10,536,026 across 8 Credit Services names. PYPL ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,664 | $4,129,807 | |
| 2 | MA |
Mastercard Inc
|
3,746 | $1,871,726 | |
| 3 | AXP |
American Express Co
|
4,262 | $1,289,169 | |
| 4 | COF |
Capital One Financial Corp
|
7,008 | $1,278,469 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
68,922 | $1,094,481 | |
| 6 | MFIN |
Medallion Financial Corp
|
51,767 | $443,125 | |
| 7 | PYPL |
PayPal Holdings, Inc.
This page
|
4,780 | $216,199 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
3,983 | $213,050 |
All Filings in PYPL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,199 | 4,780 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $296,044 | 5,071 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $288,358 | 4,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,881 | 4,035 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $243,162 | 2,849 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $201,473 | 2,582 | Shares | Sole | 2025-01-03 | |
| 2023-03-31 | $274,750 | 3,618 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,826,721 | 39,690 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $250,999 | 1,331 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $314,333 | 1,208 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,326,525 | 4,551 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $819,342 | 3,374 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $408,444 | 1,744 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||