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 Q3	$203K	Buy	+3,856	New	+$212K	0.01%	439
2026 Q2	–	Sell	-2,209	Closed	-$100K	–	2494
2026 Q1	$100K	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's PYPL Position: Q3 2026 in Review

Root Financial Partners opened a new position in PayPal (PYPL) in Q3 2026: 3,856 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PYPL as recently as Q1 2026.

Root Financial Partners first reported a position in PYPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q1 2025. 1,184 funds tracked by Wall St. Rank hold PYPL as of Q3 2026.

Root Financial Partners held 3,856 shares of PayPal worth $203K as of Q3 2026.
PayPal was a new Root Financial Partners position in Q3 2026.
PayPal made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #439 holding.
Root Financial Partners first reported a position in PayPal in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's PayPal position peaked at $563K in Q1 2025.
1,184 funds tracked by Wall St. Rank held PayPal as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.