MBL Wealth’s PayPal PYPL Stock Holding History

MBL Wealth’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 Q2	–	Sell	-3,965	Closed	-$259K	–	250
2025 Q1	$259K	Sell	3,965 -107	-3%	-$8.34K	0.03%	196
2024 Q4	$348K	Sell	4,072 -85	-2%	-$7.15K	0.03%	157
2024 Q3	$324K	Sell	4,157 -55	-1%	-$3.68K	0.03%	160
2024 Q2	$244K	Buy	4,212 +124	+3%	+$7.89K	0.03%	178
2024 Q1	$274K	Sell	4,088 -150	-4%	-$9.21K	0.03%	163
2023 Q4	$260K	Buy	+4,238	New	+$243K	0.03%	150
2023 Q3	–	Sell	-3,152	Closed	-$210K	–	188
2023 Q2	$210K	Sell	3,152 -1,039	-25%	-$70.8K	0.03%	166
2023 Q1	$318K	Buy	+4,191	New	+$323K	0.05%	122
2022 Q4	–	Sell	-2,679	Closed	-$231K	–	170
2022 Q3	$231K	Buy	+2,679	New	+$238K	0.05%	139
2022 Q2	–	Sell	-5,051	Closed	-$584K	–	166
2022 Q1	$584K	Buy	+5,051	New	+$672K	0.14%	86
2021 Q1	$746K	Buy	3,072 +1,795	+141%	+$453K	0.26%	60
2020 Q4	$310K	Buy	+1,277	New	+$265K	0.12%	99

Other funds holding PYPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MBL Wealth's PYPL Position: Q2 2025 in Review

MBL Wealth sold out of PayPal (PYPL) in Q2 2025, closing a stake of 3,965 shares — an estimated $259K sold.

MBL Wealth first reported a position in PYPL in Q4 2020 and held it in 12 quarters. The position peaked at $746K in Q1 2021. 1,872 funds tracked by Wall St. Rank hold PYPL as of Q2 2025.

MBL Wealth reported no remaining PayPal position as of Q2 2025 after selling out during the quarter.
MBL Wealth sold 3,965 PayPal shares in Q2 2025, an estimated $259K.
MBL Wealth first reported a position in PayPal in Q4 2020 and held it in 12 quarters.
MBL Wealth's PayPal position peaked at $746K in Q1 2021.
1,872 funds tracked by Wall St. Rank held PayPal as of Q2 2025.

Based on MBL Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.