Position in PYPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$956,264
+$437,703 QoQ
Shares Held
22,146
+93.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#588
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, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. PYPL ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
This page
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
13,860 | $248,509 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,264 | 22,146 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $518,561 | 11,465 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $831,681 | 14,246 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $891,160 | 13,289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,851,190 | 132,551 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,407,243 | 205,475 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,181,125 | 201,302 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,653,832 | 200,613 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,633,854 | 200,480 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $672,311 | 10,036 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $862,073 | 14,038 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $689,711 | 11,798 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,079,691 | 16,180 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,336,847 | 17,604 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,265,365 | 17,767 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,572,929 | 18,275 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,374,451 | 19,680 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,032,780 | 17,577 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,336,694 | 12,391 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,085,830 | 11,859 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,326,078 | 11,411 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,772,504 | 11,417 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,619,995 | 11,187 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,113,146 | 10,725 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,810,598 | 10,392 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $923,795 | 9,649 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||