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Confluence Wealth Services’s PayPal PYPL Stock Holding History

Confluence Wealth Services’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
-4,364
Closed -$255K – 376
2025
Q4 		$255K Sell
4,364
-239
-5% -$15.5K 0.01% 339
2025
Q3 		$309K Buy
4,603
+12
+0.3% +$846 0.02% 312
2025
Q2 		$341K Hold
4,591
– – 0.02% 292
2025
Q1 		$287K Sell
4,591
-35
-0.8% -$2.73K 0.02% 291
2024
Q4 		$415K Sell
4,626
-10
-0.2% -$841 0.03% 244
2024
Q3 		$362K Hold
4,636
– – 0.03% 257
2024
Q2 		$269K Sell
4,636
-675
-13% -$42.9K 0.02% 320
2024
Q1 		$356K Sell
5,311
-929
-15% -$57K 0.03% 251
2023
Q4 		$383K Buy
6,240
+219
+4% +$12.5K 0.04% 213
2023
Q3 		$352K Sell
6,021
-442
-7% -$28.8K 0.07% 188
2023
Q2 		$431K Sell
6,463
-476
-7% -$32.5K 0.09% 172
2023
Q1 		$527K Buy
6,939
+53
+0.8% +$4.08K 0.12% 134
2022
Q4 		$490K Sell
6,886
-190
-3% -$15.2K 0.13% 140
2022
Q3 		$609K Sell
7,076
-1,808
-20% -$160K 0.26% 109
2022
Q2 		$880K Buy
8,884
+2,033
+30% +$176K 0.39% 88
2022
Q1 		$792K Sell
6,851
-54
-0.8% -$7.19K 0.29% 99
2021
Q4 		$1.3M Buy
+6,905
New +$1.49M 0.42% 56

Other funds holding PYPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Confluence Wealth Services's PYPL Position: Q1 2026 in Review

Confluence Wealth Services sold out of PayPal (PYPL) in Q1 2026, closing a stake of 4,364 shares — an estimated $255K sold.

Confluence Wealth Services first reported a position in PYPL in Q4 2021 and held it in 17 quarters. The position peaked at $1.3M in Q4 2021. 1,501 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Confluence Wealth Services reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
  • Confluence Wealth Services sold 4,364 PayPal shares in Q1 2026, an estimated $255K.
  • Confluence Wealth Services first reported a position in PayPal in Q4 2021 and held it in 17 quarters.
  • Confluence Wealth Services's PayPal position peaked at $1.3M in Q4 2021.
  • 1,501 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

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