Position in PYPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,903
-$11,060 QoQ
Shares Held
762
-21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,099
of 1,371 holders
Holding Since
Jun 2020
15 quarters on record
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,314,613 across 8 Credit Services names. PYPL ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,419 | $1,173,024 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
20,837 | $373,607 | |
| 3 | MA |
Mastercard Inc
|
565 | $290,184 | |
| 4 | COF |
Capital One Financial Corp
|
1,196 | $239,941 | |
| 5 | AXP |
American Express Co
|
595 | $201,258 | |
| 6 | PYPL |
PayPal Holdings, Inc.
This page
|
762 | $32,903 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
23 | $2,492 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
34 | $1,204 |
All Filings in PYPL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,903 | 762 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $43,963 | 972 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $69,530 | 1,191 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $90,463 | 1,349 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $97,284 | 1,309 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $104,791 | 1,606 | Shares | Sole | 2025-05-07 | |
| 2022-09-30 | $251,152 | 2,918 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $324,166 | 2,803 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $599,495 | 3,179 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $700,745 | 2,693 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $874,731 | 3,001 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $680,680 | 2,803 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $960,220 | 4,100 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $735,512 | 3,733 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $408,046 | 2,342 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||