Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$558K Sell
12,335
-2,121
-15% -$102K 0.01% 960
2025
Q4
$844K Sell
14,456
-605
-4% -$39.3K 0.01% 721
2025
Q3
$1.01M Buy
15,061
+294
+2% +$20.7K 0.02% 654
2025
Q2
$1.1M Buy
14,767
+1,360
+10% +$93.1K 0.02% 404
2025
Q1
$875K Buy
13,407
+2,875
+27% +$224K 0.02% 398
2024
Q4
$899K Buy
10,532
+1,494
+17% +$126K 0.03% 334
2024
Q3
$705K Buy
9,038
+2,776
+44% +$186K 0.03% 318
2024
Q2
$363K Buy
+6,262
New +$398K 0.02% 381
2023
Q4
Sell
-4,121
Closed -$241K 364
2023
Q3
$241K Sell
4,121
-635
-13% -$41.4K 0.02% 306
2023
Q2
$317K Buy
4,756
+123
+3% +$8.38K 0.02% 271
2023
Q1
$352K Buy
4,633
+116
+3% +$8.93K 0.03% 201
2022
Q4
$322K Sell
4,517
-2,190
-33% -$175K 0.03% 203
2022
Q3
$577K Buy
+6,707
New +$595K 0.05% 156
2022
Q2
Sell
-5,554
Closed -$642K 252
2022
Q1
$642K Buy
5,554
+898
+19% +$120K 0.05% 159
2021
Q4
$878K Buy
4,656
+2,528
+119% +$547K 0.07% 119
2021
Q3
$554K Buy
2,128
+850
+67% +$241K 0.05% 135
2021
Q2
$373K Buy
+1,278
New +$338K 0.04% 110

Other funds holding PYPL

Summit Financial's PYPL Position: Q1 2026 in Review

Summit Financial reduced its PayPal (PYPL) stake by 15% in Q1 2026, selling an estimated $102K and leaving 12,335 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #960.

Summit Financial first reported a position in PYPL in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2025. 1,494 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Summit Financial held 12,335 shares of PayPal worth $558K as of Q1 2026.
  • Summit Financial sold 2,121 PayPal shares in Q1 2026, an estimated $102K.
  • PayPal made up 0.01% of Summit Financial's portfolio in Q1 2026, its #960 holding.
  • Summit Financial first reported a position in PayPal in Q2 2021 and has held it in 17 quarters since.
  • Summit Financial's PayPal position peaked at $1.1M in Q2 2025.
  • 1,494 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.