Caldwell Trust
PYPL icon

Caldwell Trust’s PayPal PYPL Stock Holding History

Caldwell Trust’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
Q3 		$7.04K Hold
134
– – ﹤0.01% 709
2026
Q2 		$5.79K Hold
134
– – ﹤0.01% 719
2026
Q1 		$6.06K Hold
134
– – ﹤0.01% 698
2025
Q4 		$7.82K Sell
134
-25
-16% -$1.62K ﹤0.01% 661
2025
Q3 		$10.7K Hold
159
– – ﹤0.01% 637
2025
Q2 		$11.8K Hold
159
– – ﹤0.01% 623
2025
Q1 		$10.4K Sell
159
-1,549
-91% -$121K ﹤0.01% 631
2024
Q4 		$146K Buy
1,708
+1,574
+1,175% +$132K 0.02% 344
2024
Q3 		$10.5K Hold
134
– – ﹤0.01% 606
2024
Q2 		$7.78K Hold
134
– – ﹤0.01% 623
2024
Q1 		$8.98K Sell
134
-66
-33% -$4.05K ﹤0.01% 627
2023
Q4 		$12.3K Sell
200
-94
-32% -$5.38K ﹤0.01% 596
2023
Q3 		$17.2K Hold
294
– – ﹤0.01% 560
2023
Q2 		$19.6K Sell
294
-100
-25% -$6.82K ﹤0.01% 563
2023
Q1 		$29.9K Hold
394
– – ﹤0.01% 503
2022
Q4 		$28.1K Sell
394
-400
-50% -$32K ﹤0.01% 497
2022
Q3 		$68.3K Hold
794
– – 0.01% 382
2022
Q2 		$55.5K Sell
794
-10
-1% -$868 0.01% 431
2022
Q1 		$93K Sell
804
-105
-12% -$14K 0.01% 373
2021
Q4 		$171K Sell
909
-125
-12% -$27K 0.02% 307
2021
Q3 		$269K Sell
1,034
-175
-14% -$49.7K 0.03% 246
2021
Q2 		$352K Sell
1,209
-190
-14% -$50.2K 0.05% 225
2021
Q1 		$340K Hold
1,399
– – 0.05% 209
2020
Q4 		$328K Buy
1,399
+125
+10% +$25.9K 0.05% 204
2020
Q3 		$251K Sell
1,274
-217
-15% -$40.9K 0.04% 225
2020
Q2 		$260K Sell
1,491
-18
-1% -$2.49K 0.04% 220
2020
Q1 		$144K Buy
1,509
+527
+54% +$58.2K 0.03% 271
2019
Q4 		$106K Buy
+982
New +$102K 0.02% 351

Other funds holding PYPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Caldwell Trust's PYPL Position: Q3 2026 in Review

Caldwell Trust held its PayPal (PYPL) position steady in Q3 2026 at 134 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Caldwell Trust first reported a position in PYPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $352K in Q2 2021. 741 funds tracked by Wall St. Rank hold PYPL as of Q3 2026.

  • Caldwell Trust held 134 shares of PayPal worth $7.04K as of Q3 2026.
  • Caldwell Trust left its PayPal share count unchanged in Q3 2026.
  • PayPal made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #709 holding.
  • Caldwell Trust first reported a position in PayPal in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's PayPal position peaked at $352K in Q2 2021.
  • 741 funds tracked by Wall St. Rank held PayPal as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.