BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PYPL — PayPal Holdings, Inc.
CIK 2010186
CINCINNATI, OH
Position in PYPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$300,057
-$44,324 QoQ
Shares Held
6,949
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#864
of 1,371 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $219,491,328 across 10 Credit Services names. PYPL ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
340,541 | $174,901,857 | |
| 2 | AXP |
American Express Co
|
101,386 | $34,293,814 | |
| 3 | V |
Visa Inc.
|
25,624 | $8,791,338 | |
| 4 | COF |
Capital One Financial Corp
|
3,307 | $663,450 | |
| 5 | SYF |
Synchrony Financial
|
5,584 | $424,663 | |
| 6 | PYPL |
PayPal Holdings, Inc.
This page
|
6,949 | $300,057 | |
| 7 | WU |
Western Union CO
|
11,404 | $87,810 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,505 | $26,984 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,057 | 6,949 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $344,381 | 7,614 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $437,908 | 7,501 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $559,883 | 8,349 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $865,902 | 11,651 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $741,370 | 11,362 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $709,770 | 8,316 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $650,692 | 8,339 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $509,329 | 8,777 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $587,435 | 8,769 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $578,113 | 9,414 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $507,082 | 8,674 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $611,647 | 9,166 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $266,625 | 3,511 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $279,253 | 3,921 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $387,315 | 4,500 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $287,880 | 4,122 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $612,135 | 5,293 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $984,199 | 5,219 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,447,808 | 5,564 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,592,063 | 5,462 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,326,392 | 5,462 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,364,683 | 5,827 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $935,498 | 4,748 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $697,616 | 4,004 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $411,107 | 4,294 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||