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Allegiance Financial Group Advisory Services’s PayPal PYPL Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,199
Closed -$273K – 154
2024
Q4 		$273K Buy
+3,199
New +$269K 0.09% 71

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State Street
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CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Allegiance Financial Group Advisory Services's PYPL Position: Q1 2025 in Review

Allegiance Financial Group Advisory Services sold out of PayPal (PYPL) in Q1 2025, closing a stake of 3,199 shares — an estimated $273K sold.

Allegiance Financial Group Advisory Services first reported a position in PYPL in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

  • Allegiance Financial Group Advisory Services reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 3,199 PayPal shares in Q1 2025, an estimated $273K.
  • Allegiance Financial Group Advisory Services first reported a position in PayPal in Q4 2024 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's PayPal position peaked at $273K in Q4 2024.
  • 1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.