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OneAscent Wealth Management’s PayPal PYPL Stock Holding History

OneAscent Wealth Management’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
Q3 		– Sell
-2,863
Closed -$213K – 188
2025
Q2 		$213K Buy
+2,863
New +$196K 0.08% 161
2025
Q1 		– Sell
-2,748
Closed -$235K – 163
2024
Q4 		$235K Buy
2,748
+46
+2% +$3.87K 0.1% 139
2024
Q3 		$211K Buy
+2,702
New +$181K 0.08% 170
2021
Q4 		– Sell
-2,134
Closed -$555K – 121
2021
Q3 		$555K Buy
+2,134
New +$605K 0.63% 29

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

OneAscent Wealth Management's PYPL Position: Q3 2025 in Review

OneAscent Wealth Management sold out of PayPal (PYPL) in Q3 2025, closing a stake of 2,863 shares — an estimated $213K sold.

OneAscent Wealth Management first reported a position in PYPL in Q3 2021 and held it in 4 quarters. The position peaked at $555K in Q3 2021. 1,782 funds tracked by Wall St. Rank hold PYPL as of Q3 2025.

  • OneAscent Wealth Management reported no remaining PayPal position as of Q3 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 2,863 PayPal shares in Q3 2025, an estimated $213K.
  • OneAscent Wealth Management first reported a position in PayPal in Q3 2021 and held it in 4 quarters.
  • OneAscent Wealth Management's PayPal position peaked at $555K in Q3 2021.
  • 1,782 funds tracked by Wall St. Rank held PayPal as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.