GoalVest Advisory
PYPL icon

GoalVest Advisory’s PayPal PYPL Stock Holding History

GoalVest Advisory’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 		$998 Sell
19
-17
-47% -$936 ﹤0.01% 687
2026
Q2 		$1.55K Hold
36
– – ﹤0.01% 466
2026
Q1 		$1.63K Sell
36
-216
-86% -$10.4K ﹤0.01% 427
2025
Q4 		$14.7K Buy
252
+216
+600% +$14K ﹤0.01% 386
2025
Q3 		$2.41K Sell
36
-2,303
-98% -$162K ﹤0.01% 383
2025
Q2 		$174K Sell
2,339
-3
-0.1% -$205 0.04% 135
2025
Q1 		$153K Buy
2,342
+3
+0.1% +$234 0.04% 132
2024
Q4 		$200K Hold
2,339
– – 0.05% 110
2024
Q3 		$183K Hold
2,339
– – 0.05% 115
2024
Q2 		$136K Hold
2,339
– – 0.04% 123
2024
Q1 		$157K Sell
2,339
-61
-3% -$3.74K 0.05% 122
2023
Q4 		$147K Buy
2,400
+1,364
+132% +$78.1K 0.06% 78
2023
Q3 		$60.6K Sell
1,036
-14,977
-94% -$975K 0.03% 130
2023
Q2 		$1.07M Buy
16,013
+2,094
+15% +$143K 0.55% 24
2023
Q1 		$1.06M Buy
13,919
+6,543
+89% +$504K 0.62% 45
2022
Q4 		$525K Sell
7,376
-15,112
-67% -$1.21M 0.34% 56
2022
Q3 		$1.94M Sell
22,488
-751
-3% -$66.6K 1.36% 21
2022
Q2 		$1.73M Buy
23,239
+2,091
+10% +$181K 1.1% 20
2022
Q1 		$2.45M Buy
+21,148
New +$2.81M 1.38% 21
2021
Q2 		$2.58M Sell
8,855
-922
-9% -$244K 1.6% 14
2021
Q1 		$2.37M Buy
9,777
+3,131
+47% +$791K 1.77% 12
2020
Q4 		$1.56M Buy
+6,646
New +$1.38M 1.31% 21

Other funds holding PYPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

GoalVest Advisory's PYPL Position: Q3 2026 in Review

GoalVest Advisory reduced its PayPal (PYPL) stake by 47% in Q3 2026, selling an estimated $936 and leaving 19 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #687.

GoalVest Advisory first reported a position in PYPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.58M in Q2 2021. 775 funds tracked by Wall St. Rank hold PYPL as of Q3 2026.

  • GoalVest Advisory held 19 shares of PayPal worth $998 as of Q3 2026.
  • GoalVest Advisory sold 17 PayPal shares in Q3 2026, an estimated $936.
  • PayPal made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #687 holding.
  • GoalVest Advisory first reported a position in PayPal in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's PayPal position peaked at $2.58M in Q2 2021.
  • 775 funds tracked by Wall St. Rank held PayPal as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.