Exencial Wealth Advisors’s PayPal PYPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$649K Sell
14,350
-38
-0.3% -$1.83K 0.02% 359
2025
Q4
$840K Sell
14,388
-445
-3% -$28.9K 0.03% 320
2025
Q3
$995K Buy
14,833
+1,221
+9% +$86.1K 0.03% 289
2025
Q2
$1.01M Buy
13,612
+476
+4% +$32.6K 0.04% 282
2025
Q1
$857K Buy
13,136
+978
+8% +$76.2K 0.03% 295
2024
Q4
$1.04M Buy
12,158
+152
+1% +$12.8K 0.04% 280
2024
Q3
$937K Buy
12,006
+1,026
+9% +$68.6K 0.03% 285
2024
Q2
$637K Sell
10,980
-325
-3% -$20.7K 0.02% 322
2024
Q1
$757K Buy
11,305
+1,642
+17% +$101K 0.03% 304
2023
Q4
$593K Buy
9,663
+3,951
+69% +$226K 0.02% 322
2023
Q3
$334K Sell
5,712
-475
-8% -$30.9K 0.02% 348
2023
Q2
$413K Buy
6,187
+95
+2% +$6.48K 0.02% 320
2023
Q1
$463K Buy
6,092
+1,817
+43% +$140K 0.02% 293
2022
Q4
$304K Sell
4,275
-1,239
-22% -$99.2K 0.02% 361
2022
Q3
$475K Buy
5,514
+845
+18% +$74.9K 0.03% 284
2022
Q2
$326K Sell
4,669
-44,364
-90% -$3.85M 0.02% 334
2022
Q1
$5.67M Sell
49,033
-23,584
-32% -$3.14M 0.28% 114
2021
Q4
$13.7M Buy
72,617
+22,046
+44% +$4.77M 0.66% 32
2021
Q3
$13.2M Buy
50,571
+15,164
+43% +$4.3M 0.57% 38
2021
Q2
$10.3M Buy
35,407
+1,419
+4% +$375K 0.56% 47
2021
Q1
$8.25M Buy
33,988
+2,928
+9% +$739K 0.49% 64
2020
Q4
$7.27M Buy
31,060
+26,541
+587% +$5.5M 0.5% 67
2020
Q3
$890K Sell
4,519
-214
-5% -$40.3K 0.05% 208
2020
Q2
$825K Buy
4,733
+489
+12% +$67.6K 0.07% 189
2020
Q1
$406K Buy
4,244
+610
+17% +$67.3K 0.07% 166
2019
Q4
$393K Sell
3,634
-1,203
-25% -$125K 0.07% 189
2019
Q3
$501K Sell
4,837
-568
-11% -$62.6K 0.11% 150
2019
Q2
$619K Hold
5,405
0.14% 128
2019
Q1
$561K Buy
5,405
+51
+1% +$4.83K 0.13% 133
2018
Q4
$450K Buy
+5,354
New +$446K 0.12% 131

Other funds holding PYPL

Exencial Wealth Advisors's PYPL Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its PayPal (PYPL) stake by 0.26% in Q1 2026, selling an estimated $1.83K and leaving 14,350 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #359.

Exencial Wealth Advisors first reported a position in PYPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.7M in Q4 2021. 1,501 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Exencial Wealth Advisors held 14,350 shares of PayPal worth $649K as of Q1 2026.
  • Exencial Wealth Advisors sold 38 PayPal shares in Q1 2026, an estimated $1.83K.
  • PayPal made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #359 holding.
  • Exencial Wealth Advisors first reported a position in PayPal in Q4 2018 and has held it in 30 quarters since.
  • Exencial Wealth Advisors's PayPal position peaked at $13.7M in Q4 2021.
  • 1,501 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.