Marshall Financial Group (Maryland)’s PayPal PYPL Stock Holding History

Marshall Financial Group (Maryland)’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
2025 Q4	–	Sell	-3,524	Closed	-$236K	–	304
2025 Q3	$236K	Sell	3,524 -62	-2%	-$4.37K	0.05%	232
2025 Q2	$273K	Buy	3,586 +461	+15%	+$31.6K	0.05%	215
2025 Q1	$204K	Sell	3,125 -152	-5%	-$11.8K	0.04%	225
2024 Q4	$280K	Buy	3,277 +21	+0.6%	+$1.77K	0.07%	186
2024 Q3	$254K	Buy	+3,256	New	+$218K	0.06%	192
2022 Q4	–	Sell	-4,399	Closed	-$379K	–	192
2022 Q3	$379K	Buy	4,399 +442	+11%	+$39.2K	0.16%	138
2022 Q2	$276K	Sell	3,957 -4,655	-54%	-$404K	0.11%	157
2022 Q1	$996K	Buy	8,612 +931	+12%	+$124K	0.41%	89
2021 Q4	$1.45M	Buy	7,681 +2,396	+45%	+$518K	0.53%	54
2021 Q3	$1.38M	Buy	5,285 +1,113	+27%	+$316K	0.71%	29
2021 Q2	$1.22M	Buy	+4,172	New	+$1.1M	0.66%	35

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PYPL Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of PayPal (PYPL) in Q4 2025, closing a stake of 3,524 shares — an estimated $236K sold.

Marshall Financial Group (Maryland) first reported a position in PYPL in Q2 2021 and held it in 11 quarters. The position peaked at $1.45M in Q4 2021. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Marshall Financial Group (Maryland) reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 3,524 PayPal shares in Q4 2025, an estimated $236K.
Marshall Financial Group (Maryland) first reported a position in PayPal in Q2 2021 and held it in 11 quarters.
Marshall Financial Group (Maryland)'s PayPal position peaked at $1.45M in Q4 2021.
1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.