Root Financial Partners’s PayPal PYPL Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-2,209	Closed	-$99.9K	–	2494
2026 Q1	$99.9K	Sell	2,209 -1,306	-37%	-$63K	﹤0.01%	564
2025 Q4	$205K	Buy	3,515 +789	+29%	+$51.2K	0.01%	296
2025 Q3	$183K	Sell	2,726 -1,352	-33%	-$95.3K	0.01%	300
2025 Q2	$303K	Sell	4,078 -4,543	-53%	-$311K	0.03%	180
2025 Q1	$563K	Buy	8,621 +6,186	+254%	+$482K	0.06%	104
2024 Q4	$208K	Buy	+2,435	New	+$205K	0.03%	202

Other funds holding PYPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's PYPL Position: Q2 2026 in Review

Root Financial Partners sold out of PayPal (PYPL) in Q2 2026, closing a stake of 2,209 shares — an estimated $99.9K sold.

Root Financial Partners first reported a position in PYPL in Q4 2024 and held it in 6 quarters. The position peaked at $563K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

Root Financial Partners reported no remaining PayPal position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,209 PayPal shares in Q2 2026, an estimated $99.9K.
Root Financial Partners first reported a position in PayPal in Q4 2024 and held it in 6 quarters.
Root Financial Partners's PayPal position peaked at $563K in Q1 2025.
1,388 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.