BFG
PYPL icon

Beacon Financial Group’s PayPal PYPL Stock Holding History

Beacon Financial Group’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
Q3 		– Sell
-3,023
Closed -$225K – 355
2025
Q2 		$225K Buy
+3,023
New +$207K 0.02% 317
2022
Q2 		– Sell
-2,466
Closed -$289K – 227
2022
Q1 		$289K Buy
2,466
+153
+7% +$20.4K 0.04% 225
2021
Q4 		$451K Sell
2,313
-587
-20% -$127K 0.06% 204
2021
Q3 		$751K Hold
2,900
– – 0.1% 155
2021
Q2 		$864K Sell
2,900
-590
-17% -$156K 0.12% 145
2021
Q1 		$851K Hold
3,490
– – 0.13% 139
2020
Q4 		$851K Sell
3,490
-200
-5% -$41.4K 0.13% 140
2020
Q3 		$727K Buy
+3,690
New +$695K 0.13% 132
2017
Q3 		– Sell
-10,867
Closed -$581K – 188
2017
Q2 		$581K Sell
10,867
-241
-2% -$11.8K 0.11% 123
2017
Q1 		$483K Sell
11,108
-702
-6% -$29.4K 0.09% 125
2016
Q4 		$466K Sell
11,810
-385
-3% -$15.5K 0.09% 125
2016
Q3 		$493K Sell
12,195
-2,103
-15% -$80.8K 0.1% 129
2016
Q2 		$511K Buy
14,298
+810
+6% +$31K 0.11% 116
2016
Q1 		$526K Sell
13,488
-337
-2% -$12.2K 0.11% 112
2015
Q4 		$504K Buy
13,825
+624
+5% +$22K 0.12% 112
2015
Q3 		$404K Buy
+13,201
New +$473K 0.1% 122

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return