Position in PYPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,786
-$274 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,248
of 1,375 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $29,534,547 across 7 Credit Services names. PYPL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
23,948 | $12,299,692 | |
| 2 | V |
Visa Inc.
|
30,516 | $10,469,734 | |
| 3 | AXP |
American Express Co
|
18,631 | $6,301,935 | |
| 4 | COF |
Capital One Financial Corp
|
2,082 | $417,690 | |
| 5 | WU |
Western Union CO
|
4,148 | $31,939 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
39 | $7,771 | |
| 7 | PYPL |
PayPal Holdings, Inc.
This page
|
134 | $5,786 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,786 | 134 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,060 | 134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,822 | 134 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,662 | 159 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,816 | 159 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $10,374 | 159 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $145,777 | 1,708 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $10,456 | 134 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $7,776 | 134 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $8,976 | 134 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $12,282 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $17,187 | 294 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $19,618 | 294 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $29,920 | 394 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $28,060 | 394 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $68,339 | 794 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $55,452 | 794 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $92,982 | 804 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $171,419 | 909 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $269,057 | 1,034 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $352,399 | 1,209 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $339,733 | 1,399 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $327,645 | 1,399 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $251,016 | 1,274 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $259,776 | 1,491 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $144,471 | 1,509 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||