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SFMG Wealth Advisors’s PayPal PYPL Stock Holding History

SFMG Wealth Advisors’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
Q4 		– Sell
-3,203
Closed -$215K – 324
2025
Q3 		$215K Sell
3,203
-76
-2% -$5.36K 0.01% 272
2025
Q2 		$244K Buy
3,279
+28
+0.9% +$1.92K 0.02% 235
2025
Q1 		$212K Buy
3,251
+223
+7% +$17.4K 0.02% 252
2024
Q4 		$258K Buy
3,028
+26
+0.9% +$2.19K 0.02% 218
2024
Q3 		$234K Buy
+3,002
New +$201K 0.02% 220
2024
Q2 		– Sell
-3,101
Closed -$208K – 284
2024
Q1 		$208K Buy
+3,101
New +$190K 0.02% 245
2023
Q3 		– Sell
-3,409
Closed -$227K – 272
2023
Q2 		$227K Buy
3,409
+145
+4% +$9.88K 0.02% 210
2023
Q1 		$248K Sell
3,264
-32
-1% -$2.46K 0.03% 206
2022
Q4 		$235K Sell
3,296
-938
-22% -$75.1K 0.03% 203
2022
Q3 		$355K Buy
4,234
+168
+4% +$14.9K 0.04% 155
2022
Q2 		$284K Buy
4,066
+82
+2% +$7.11K 0.03% 185
2022
Q1 		$461K Buy
3,984
+145
+4% +$19.3K 0.05% 150
2021
Q4 		$724K Sell
3,839
-807
-17% -$175K 0.07% 120
2021
Q3 		$1.21M Sell
4,646
-7
-0.2% -$1.99K 0.13% 83
2021
Q2 		$1.36M Buy
4,653
+102
+2% +$26.9K 0.15% 73
2021
Q1 		$1.1M Buy
4,551
+104
+2% +$26.3K 0.13% 83
2020
Q4 		$1.04M Buy
4,447
+1,005
+29% +$208K 0.13% 75
2020
Q3 		$678K Buy
3,442
+1,492
+77% +$281K 0.09% 89
2020
Q2 		$340K Buy
+1,950
New +$269K 0.05% 114

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's PYPL Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of PayPal (PYPL) in Q4 2025, closing a stake of 3,203 shares — an estimated $215K sold.

SFMG Wealth Advisors first reported a position in PYPL in Q2 2020 and held it in 19 quarters. The position peaked at $1.36M in Q2 2021. 1,738 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,203 PayPal shares in Q4 2025, an estimated $215K.
  • SFMG Wealth Advisors first reported a position in PayPal in Q2 2020 and held it in 19 quarters.
  • SFMG Wealth Advisors's PayPal position peaked at $1.36M in Q2 2021.
  • 1,738 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.