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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CFM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's PYPL Position: Q1 2026 in Review

Root Financial Partners reduced its PayPal (PYPL) stake by 37% in Q1 2026, selling an estimated $63K and leaving 2,209 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Root Financial Partners first reported a position in PYPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $563K in Q1 2025. 1,493 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Root Financial Partners held 2,209 shares of PayPal worth $99.9K as of Q1 2026.
Root Financial Partners sold 1,306 PayPal shares in Q1 2026, an estimated $63K.
PayPal made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #564 holding.
Root Financial Partners first reported a position in PayPal in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's PayPal position peaked at $563K in Q1 2025.
1,493 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.