SWGC
PYPL icon

Summit Wealth Group (Colorado)’s PayPal PYPL Stock Holding History

Summit Wealth Group (Colorado)’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
-66,709
Closed -$2.04M – 415
2025
Q3 		$2.04M Buy
+66,709
New +$4.7M 0.32% 53

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

Summit Wealth Group (Colorado)'s PYPL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of PayPal (PYPL) in Q4 2025, closing a stake of 66,709 shares — an estimated $2.04M sold.

Summit Wealth Group (Colorado) first reported a position in PYPL in Q3 2025 and held it in 1 quarter. The position peaked at $2.04M in Q3 2025. 1,739 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 66,709 PayPal shares in Q4 2025, an estimated $2.04M.
  • Summit Wealth Group (Colorado) first reported a position in PayPal in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s PayPal position peaked at $2.04M in Q3 2025.
  • 1,739 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.