Position in PYPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,261,004
+$2,518,417 QoQ
Shares Held
283,951
+31.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#184
of 1,371 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $18,891,370 across 6 Credit Services names. PYPL ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
This page
|
283,951 | $12,261,004 | |
| 2 | ALLY |
Ally Financial Inc.
|
109,742 | $5,042,644 | |
| 3 | AXP |
American Express Co
|
2,109 | $713,369 | |
| 4 | MA |
Mastercard Inc
|
638 | $327,676 | |
| 5 | SYF |
Synchrony Financial
|
4,036 | $306,937 | |
| 6 | COF |
Capital One Financial Corp
|
1,195 | $239,740 |
All Filings in PYPL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,261,004 | 283,951 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,742,587 | 215,401 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,258,187 | 55,810 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,196,414 | 47,665 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,397,637 | 32,261 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,041,215 | 31,283 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,766,961 | 32,419 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,860,111 | 36,654 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||