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 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Everhart Financial Group's PYPL Position: Q2 2026 in Review

Everhart Financial Group increased its PayPal (PYPL) stake by 14% in Q2 2026, buying an estimated $36.9K and bringing the position to 6,601 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #385.

Everhart Financial Group first reported a position in PYPL in Q2 2021 and has held it in 12 quarters since. The position peaked at $471K in Q3 2025. 619 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

Everhart Financial Group held 6,601 shares of PayPal worth $285K as of Q2 2026.
Everhart Financial Group bought 811 PayPal shares in Q2 2026, an estimated $36.9K.
PayPal made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #385 holding.
Everhart Financial Group first reported a position in PayPal in Q2 2021 and has held it in 12 quarters since.
Everhart Financial Group's PayPal position peaked at $471K in Q3 2025.
619 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.