Bernard Wealth Management’s PayPal PYPL Stock Holding History

Bernard Wealth Management’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
2026 Q2	$14.2K	Sell	329 -75	-19%	-$3.41K	0.01%	209
2026 Q1	$18.3K	Hold	404	–	–	0.01%	195
2025 Q4	$23.6K	Hold	404	–	–	0.01%	176
2025 Q3	$27.1K	Hold	404	–	–	0.01%	165
2025 Q2	$30K	Hold	404	–	–	0.01%	154
2025 Q1	$26.4K	Hold	404	–	–	0.01%	163
2024 Q4	$34.5K	Buy	+404	New	+$34K	0.02%	145

Other funds holding PYPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bernard Wealth Management's PYPL Position: Q2 2026 in Review

Bernard Wealth Management reduced its PayPal (PYPL) stake by 19% in Q2 2026, selling an estimated $3.41K and leaving 329 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #209.

Bernard Wealth Management first reported a position in PYPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.5K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

Bernard Wealth Management held 329 shares of PayPal worth $14.2K as of Q2 2026.
Bernard Wealth Management sold 75 PayPal shares in Q2 2026, an estimated $3.41K.
PayPal made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #209 holding.
Bernard Wealth Management first reported a position in PayPal in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's PayPal position peaked at $34.5K in Q4 2024.
1,383 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.