Convergence Financial’s PayPal PYPL Stock Holding History

Convergence Financial’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 Q1	–	Sell	-3,730	Closed	-$318K	–	176
2024 Q4	$318K	Sell	3,730 -517	-12%	-$43.5K	0.06%	119
2024 Q3	$331K	Sell	4,247 -3,034	-42%	-$203K	0.07%	111
2024 Q2	$423K	Buy	+7,281	New	+$463K	0.11%	97
2024 Q1	–	Sell	-25,078	Closed	-$1.54M	–	52
2023 Q4	$1.54M	Buy	+25,078	New	+$1.44M	0.69%	18

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

CFM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Convergence Financial's PYPL Position: Q1 2025 in Review

Convergence Financial sold out of PayPal (PYPL) in Q1 2025, closing a stake of 3,730 shares — an estimated $318K sold.

Convergence Financial first reported a position in PYPL in Q4 2023 and held it in 4 quarters. The position peaked at $1.54M in Q4 2023. 1,892 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Convergence Financial reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Convergence Financial sold 3,730 PayPal shares in Q1 2025, an estimated $318K.
Convergence Financial first reported a position in PayPal in Q4 2023 and held it in 4 quarters.
Convergence Financial's PayPal position peaked at $1.54M in Q4 2023.
1,892 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Convergence Financial's 13F filing for Q1 2025, filed 25 Apr 2025.