Position in PYPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,176,957
-$95,860 QoQ
Shares Held
27,257
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#536
of 1,371 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $170,613,635 across 10 Credit Services names. PYPL ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
241,478 | $82,848,687 | |
| 2 | MA |
Mastercard Inc
|
145,120 | $74,533,632 | |
| 3 | AXP |
American Express Co
|
24,186 | $8,180,914 | |
| 4 | COF |
Capital One Financial Corp
|
7,268 | $1,458,106 | |
| 5 | PYPL |
PayPal Holdings, Inc.
This page
|
27,257 | $1,176,957 | |
| 6 | SLM |
SLM Corp
|
44,741 | $1,160,581 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
22,154 | $397,221 | |
| 8 | SYF |
Synchrony Financial
|
4,591 | $349,145 |
All Filings in PYPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,957 | 27,257 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,272,817 | 28,141 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,893,788 | 32,439 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,373,052 | 35,387 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,989,026 | 26,763 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,295,212 | 19,850 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,835,707 | 21,508 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,711,900 | 21,939 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $939,563 | 16,191 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,003,711 | 14,983 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,439,081 | 23,434 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,663,830 | 28,461 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,981,814 | 29,699 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,211,546 | 15,954 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $774,303 | 10,872 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,178,900 | 13,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,282,402 | 18,362 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,475,809 | 12,761 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $822,774 | 4,363 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||