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Beta Wealth Group’s PayPal PYPL Stock Holding History

Beta Wealth 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
2026
Q1 		– Sell
-7,300
Closed -$426K – 119
2025
Q4 		$426K Sell
7,300
-300
-4% -$19.5K 0.17% 88
2025
Q3 		$510K Sell
7,600
-100
-1% -$7.05K 0.2% 85
2025
Q2 		$572K Buy
7,700
+100
+1% +$6.85K 0.21% 64
2025
Q1 		$496K Hold
7,600
– – 0.18% 70
2024
Q4 		$649K Sell
7,600
-100
-1% -$8.41K 0.29% 54
2024
Q3 		$601K Buy
7,700
+300
+4% +$20.1K 0.27% 62
2024
Q2 		$429K Sell
7,400
-24,282
-77% -$1.54M 0.2% 78
2024
Q1 		$2.12M Buy
31,682
+464
+1% +$28.5K 1.03% 30
2023
Q4 		$1.92M Buy
31,218
+853
+3% +$48.9K 1.01% 30
2023
Q3 		$1.78M Buy
30,365
+5,538
+22% +$361K 1.05% 30
2023
Q2 		$1.66M Buy
24,827
+1,096
+5% +$74.7K 0.96% 30
2023
Q1 		$1.8M Buy
23,731
+6,425
+37% +$495K 1.03% 30
2022
Q4 		$1.23M Buy
17,306
+1,011
+6% +$80.9K 0.83% 33
2022
Q3 		$1.4M Buy
16,295
+85
+0.5% +$7.54K 1.01% 32
2022
Q2 		$1.13M Buy
16,210
+6,959
+75% +$604K 0.76% 39
2022
Q1 		$1.07M Buy
9,251
+3,334
+56% +$444K 0.72% 37
2021
Q4 		$1.54M Hold
5,917
– – 1.11% 27
2021
Q3 		$1.54M Sell
5,917
-568
-9% -$161K 1.11% 27
2021
Q2 		$1.89M Buy
6,485
+396
+7% +$105K 1.32% 28
2021
Q1 		$1.48M Buy
+6,089
New +$1.54M 1.08% 30

Other funds holding PYPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beta Wealth Group's PYPL Position: Q1 2026 in Review

Beta Wealth Group sold out of PayPal (PYPL) in Q1 2026, closing a stake of 7,300 shares — an estimated $426K sold.

Beta Wealth Group first reported a position in PYPL in Q1 2021 and held it in 20 quarters. The position peaked at $2.12M in Q1 2024. 1,492 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Beta Wealth Group reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
  • Beta Wealth Group sold 7,300 PayPal shares in Q1 2026, an estimated $426K.
  • Beta Wealth Group first reported a position in PayPal in Q1 2021 and held it in 20 quarters.
  • Beta Wealth Group's PayPal position peaked at $2.12M in Q1 2024.
  • 1,492 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.