Center for Financial Planning, Inc.
Position in PYPL — PayPal Holdings, Inc.
CIK 1803557
SOUTHFIED, MI
Position in PYPL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$41,452
-$32,589 QoQ
Shares Held
960
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,083
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, 2026Center for Financial Planning, Inc. holds $3,535,923 across 8 Credit Services names. PYPL ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,414 | $2,169,535 | |
| 2 | V |
Visa Inc.
|
2,035 | $698,188 | |
| 3 | CACC |
Credit Acceptance Corp
|
670 | $426,615 | |
| 4 | MA |
Mastercard Inc
|
300 | $154,080 | |
| 5 | PYPL |
PayPal Holdings, Inc.
This page
|
960 | $41,452 | |
| 6 | SYF |
Synchrony Financial
|
340 | $25,857 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
925 | $16,585 | |
| 8 | COF |
Capital One Financial Corp
|
18 | $3,611 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,452 | 960 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $74,041 | 1,637 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $97,377 | 1,668 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $109,777 | 1,637 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $122,256 | 1,645 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $61,791 | 947 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $80,826 | 947 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $73,894 | 947 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $46,133 | 795 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $50,577 | 755 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $27,143 | 442 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $25,839 | 442 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $29,494 | 442 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,578 | 429 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $30,767 | 432 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $36,924 | 429 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $32,056 | 459 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $54,008 | 467 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $75,054 | 398 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $75,460 | 290 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $84,529 | 290 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $70,423 | 290 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $25,996 | 111 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,870 | 111 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,339 | 111 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,627 | 111 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||