BFG
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Beacon Financial Group's PYPL Position: Q3 2025 in Review

Beacon Financial Group sold out of PayPal (PYPL) in Q3 2025, closing a stake of 3,023 shares — an estimated $225K sold.

Beacon Financial Group first reported a position in PYPL in Q3 2015 and held it in 16 quarters. The position peaked at $864K in Q2 2021. 1,784 funds tracked by Wall St. Rank hold PYPL as of Q3 2025.

  • Beacon Financial Group reported no remaining PayPal position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Group sold 3,023 PayPal shares in Q3 2025, an estimated $225K.
  • Beacon Financial Group first reported a position in PayPal in Q3 2015 and held it in 16 quarters.
  • Beacon Financial Group's PayPal position peaked at $864K in Q2 2021.
  • 1,784 funds tracked by Wall St. Rank held PayPal as of Q3 2025.

Based on Beacon Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.