Davies Financial Advisors’s PayPal PYPL Stock Holding History

Davies Financial Advisors’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 Q4	–	Sell	-4,265	Closed	-$286K	–	54
2025 Q3	$286K	Sell	4,265 -264	-6%	-$18.6K	0.23%	56
2025 Q2	$337K	Hold	4,529	–	–	0.26%	60
2025 Q1	$296K	Hold	4,529	–	–	0.25%	53
2024 Q4	$387K	Sell	4,529 -2,298	-34%	-$193K	0.33%	47
2024 Q3	$533K	Sell	6,827 -277	-4%	-$18.5K	0.46%	48
2024 Q2	$412K	Sell	7,104 -243	-3%	-$15.5K	0.38%	49
2024 Q1	$492K	Buy	+7,347	New	+$451K	0.5%	39

Other funds holding PYPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davies Financial Advisors's PYPL Position: Q4 2025 in Review

Davies Financial Advisors sold out of PayPal (PYPL) in Q4 2025, closing a stake of 4,265 shares — an estimated $286K sold.

Davies Financial Advisors first reported a position in PYPL in Q1 2024 and held it in 7 quarters. The position peaked at $533K in Q3 2024. 1,738 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Davies Financial Advisors reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
Davies Financial Advisors sold 4,265 PayPal shares in Q4 2025, an estimated $286K.
Davies Financial Advisors first reported a position in PayPal in Q1 2024 and held it in 7 quarters.
Davies Financial Advisors's PayPal position peaked at $533K in Q3 2024.
1,738 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.