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Kingswood Wealth Advisors’s PayPal PYPL Stock Holding History

Kingswood Wealth 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
2026
Q1 		– Sell
-4,223
Closed -$247K – 961
2025
Q4 		$247K Sell
4,223
-483
-10% -$31.4K 0.01% 752
2025
Q3 		$316K Buy
4,706
+574
+14% +$40.5K 0.02% 612
2025
Q2 		$307K Sell
4,132
-106
-3% -$7.26K 0.02% 560
2025
Q1 		$277K Sell
4,238
-3,643
-46% -$284K 0.03% 573
2024
Q4 		$673K Sell
7,881
-3,796
-33% -$319K 0.05% 361
2024
Q3 		$911K Buy
11,677
+1,777
+18% +$119K 0.07% 317
2024
Q2 		$574K Sell
9,900
-311
-3% -$19.8K 0.05% 356
2024
Q1 		$684K Sell
10,211
-1,927
-16% -$118K 0.08% 273
2023
Q4 		$745K Buy
12,138
+3,964
+48% +$227K 0.08% 255
2023
Q3 		$478K Sell
8,174
-570
-7% -$37.1K 0.08% 254
2023
Q2 		$583K Buy
+8,744
New +$596K 0.19% 120

Other funds holding PYPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of PayPal (PYPL) in Q1 2026, closing a stake of 4,223 shares — an estimated $247K sold.

Kingswood Wealth Advisors first reported a position in PYPL in Q2 2023 and held it in 11 quarters. The position peaked at $911K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,223 PayPal shares in Q1 2026, an estimated $247K.
  • Kingswood Wealth Advisors first reported a position in PayPal in Q2 2023 and held it in 11 quarters.
  • Kingswood Wealth Advisors's PayPal position peaked at $911K in Q3 2024.
  • 1,501 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

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