Center for Financial Planning’s PayPal PYPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.5K Sell
960
-677
-41% -$30.8K ﹤0.01% 353
2026
Q1
$74K Sell
1,637
-31
-2% -$1.5K 0.01% 263
2025
Q4
$97.4K Buy
1,668
+31
+2% +$2.01K 0.01% 230
2025
Q3
$110K Sell
1,637
-8
-0.5% -$564 0.01% 220
2025
Q2
$122K Buy
1,645
+698
+74% +$47.8K 0.01% 198
2025
Q1
$61.8K Hold
947
0.01% 260
2024
Q4
$80.8K Hold
947
0.01% 213
2024
Q3
$73.9K Buy
947
+152
+19% +$10.2K 0.01% 213
2024
Q2
$46.1K Buy
795
+40
+5% +$2.54K 0.01% 242
2024
Q1
$50.6K Buy
755
+313
+71% +$19.2K 0.01% 238
2023
Q4
$27.1K Hold
442
0.01% 284
2023
Q3
$25.8K Hold
442
0.01% 285
2023
Q2
$29.5K Buy
442
+13
+3% +$886 0.01% 288
2023
Q1
$32.6K Sell
429
-3
-0.7% -$231 0.01% 256
2022
Q4
$30.8K Buy
432
+3
+0.7% +$240 0.01% 258
2022
Q3
$37K Sell
429
-30
-7% -$2.66K 0.01% 236
2022
Q2
$32K Sell
459
-8
-2% -$694 0.01% 250
2022
Q1
$54K Buy
467
+69
+17% +$9.18K 0.01% 224
2021
Q4
$75K Buy
398
+108
+37% +$23.4K 0.02% 193
2021
Q3
$75K Hold
290
0.02% 181
2021
Q2
$85K Hold
290
0.02% 174
2021
Q1
$70K Buy
290
+179
+161% +$45.2K 0.02% 185
2020
Q4
$26K Hold
111
0.01% 254
2020
Q3
$22K Hold
111
0.01% 249
2020
Q2
$19K Hold
111
0.01% 269
2020
Q1
$11K Hold
111
﹤0.01% 310
2019
Q4
$12K Buy
+111
New +$11.6K ﹤0.01% 300

Other funds holding PYPL

Center for Financial Planning's PYPL Position: Q2 2026 in Review

Center for Financial Planning reduced its PayPal (PYPL) stake by 41% in Q2 2026, selling an estimated $30.8K and leaving 960 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Center for Financial Planning first reported a position in PYPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $122K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

  • Center for Financial Planning held 960 shares of PayPal worth $41.5K as of Q2 2026.
  • Center for Financial Planning sold 677 PayPal shares in Q2 2026, an estimated $30.8K.
  • PayPal made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #353 holding.
  • Center for Financial Planning first reported a position in PayPal in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's PayPal position peaked at $122K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.