Congress Wealth Management’s PayPal PYPL Stock Holding History

Congress 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
2025 Q2	$4.44M	Buy	59,767 +23,949	+67%	+$1.64M	0.04%	412
2025 Q1	$2.35M	Buy	35,818 +15,095	+73%	+$1.18M	0.03%	459
2024 Q4	$1.77M	Sell	20,723 -19,665	-49%	-$1.65M	0.02%	431
2024 Q3	$3.15M	Buy	40,388 +35,163	+673%	+$2.35M	0.04%	362
2024 Q2	$303K	Sell	5,225 -1,547	-23%	-$98.4K	﹤0.01%	616
2024 Q1	$454K	Buy	+6,772	New	+$416K	0.01%	457
2023 Q2	–	Sell	-5,495	Closed	-$417K	–	569
2023 Q1	$417K	Sell	5,495 -140	-2%	-$10.8K	0.01%	438
2022 Q4	$401K	Sell	5,635 -1,265	-18%	-$101K	0.01%	435
2022 Q3	$593K	Sell	6,900 -1,184	-15%	-$105K	0.02%	386
2022 Q2	$565K	Sell	8,084 -55,194	-87%	-$4.79M	0.01%	389
2022 Q1	$7.32M	Buy	63,278 +5,214	+9%	+$694K	0.16%	172
2021 Q4	$10.9M	Buy	+58,064	New	+$12.6M	0.22%	135

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Congress Wealth Management's PYPL Position: Q2 2025 in Review

Congress Wealth Management increased its PayPal (PYPL) stake by 67% in Q2 2025, buying an estimated $1.64M and bringing the position to 59,767 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #412.

Congress Wealth Management first reported a position in PYPL in Q4 2021 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2021. 1,874 funds tracked by Wall St. Rank hold PYPL as of Q2 2025.

Congress Wealth Management held 59,767 shares of PayPal worth $4.44M as of Q2 2025.
Congress Wealth Management bought 23,949 PayPal shares in Q2 2025, an estimated $1.64M.
PayPal made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #412 holding.
Congress Wealth Management first reported a position in PayPal in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's PayPal position peaked at $10.9M in Q4 2021.
1,874 funds tracked by Wall St. Rank held PayPal as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.