EFG
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Everhart Financial Group’s PayPal PYPL Stock Holding History

Everhart Financial Group’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
Q3 		$385K Buy
7,333
+732
+11% +$40.3K 0.02% 330
2026
Q2 		$285K Buy
6,601
+811
+14% +$36.9K 0.02% 385
2026
Q1 		$262K Buy
5,790
+150
+3% +$7.24K 0.02% 386
2025
Q4 		$329K Sell
5,640
-1,378
-20% -$89.5K 0.03% 312
2025
Q3 		$471K Buy
7,018
+994
+17% +$70.1K 0.05% 257
2025
Q2 		$448K Buy
6,024
+391
+7% +$26.8K 0.05% 240
2025
Q1 		$368K Buy
5,633
+1,014
+22% +$79K 0.05% 255
2024
Q4 		$394K Buy
4,619
+652
+16% +$54.8K 0.08% 224
2024
Q3 		$310K Buy
+3,967
New +$265K 0.07% 260
2022
Q4 		– Sell
-4,127
Closed -$355K – 220
2022
Q3 		$355K Buy
4,127
+599
+17% +$53.1K 0.2% 104
2022
Q2 		$247K Buy
+3,528
New +$306K 0.15% 140
2021
Q4 		– Sell
-1,379
Closed -$359K – 110
2021
Q3 		$359K Buy
1,379
+304
+28% +$86.3K 0.25% 72
2021
Q2 		$313K Buy
+1,075
New +$284K 0.22% 72

Other funds holding PYPL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Everhart Financial Group's PYPL Position: Q3 2026 in Review

Everhart Financial Group increased its PayPal (PYPL) stake by 11% in Q3 2026, buying an estimated $40.3K and bringing the position to 7,333 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #330.

Everhart Financial Group first reported a position in PYPL in Q2 2021 and has held it in 13 quarters since. The position peaked at $471K in Q3 2025. 61 funds tracked by Wall St. Rank hold PYPL as of Q3 2026.

  • Everhart Financial Group held 7,333 shares of PayPal worth $385K as of Q3 2026.
  • Everhart Financial Group bought 732 PayPal shares in Q3 2026, an estimated $40.3K.
  • PayPal made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #330 holding.
  • Everhart Financial Group first reported a position in PayPal in Q2 2021 and has held it in 13 quarters since.
  • Everhart Financial Group's PayPal position peaked at $471K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held PayPal as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.