Strategic Financial Concepts’s PayPal PYPL Stock Holding History

Strategic Financial Concepts’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	$496K	Buy	+10,971	New	+$530K	0.12%	160
2025 Q4	–	Sell	-4,117	Closed	-$276K	–	252
2025 Q3	$276K	Sell	4,117 -2,615	-39%	-$184K	0.04%	204
2025 Q2	$500K	Buy	6,732 +838	+14%	+$57.4K	0.07%	145
2025 Q1	$385K	Buy	5,894 +934	+19%	+$72.8K	0.07%	207
2024 Q4	$423K	Buy	+4,960	New	+$417K	0.08%	200
2024 Q3	–	Sell	-33,757	Closed	-$24.5K	–	598
2024 Q2	$24.5K	Buy	+33,757	New	+$2.15M	0.01%	316

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

Strategic Financial Concepts's PYPL Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in PayPal (PYPL) in Q1 2026: 10,971 shares worth $496K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in PYPL as recently as Q3 2025.

Strategic Financial Concepts first reported a position in PYPL in Q2 2024 and has held it in 6 quarters since. The position peaked at $500K in Q2 2025. 1,492 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Strategic Financial Concepts held 10,971 shares of PayPal worth $496K as of Q1 2026.
PayPal was a new Strategic Financial Concepts position in Q1 2026.
PayPal made up 0.12% of Strategic Financial Concepts's portfolio in Q1 2026, its #160 holding.
Strategic Financial Concepts first reported a position in PayPal in Q2 2024 and has held it in 6 quarters since.
Strategic Financial Concepts's PayPal position peaked at $500K in Q2 2025.
1,492 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.