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Synergy Financial Group’s PayPal PYPL Stock Holding History

Synergy Financial Group’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
Q2 		$294K Sell
6,809
-1,737
-20% -$79K 0.21% 90
2026
Q1 		$387K Sell
8,546
-1,126
-12% -$54.3K 0.29% 75
2025
Q4 		$565K Buy
9,672
+32
+0.3% +$2.08K 0.4% 48
2025
Q3 		$646K Buy
9,640
+460
+5% +$32.4K 0.44% 43
2025
Q2 		$682K Sell
9,180
-11
-0.1% -$753 0.5% 42
2025
Q1 		$600K Buy
9,191
+2,275
+33% +$177K 0.54% 43
2024
Q4 		$590K Buy
6,916
+1,861
+37% +$156K 0.49% 40
2024
Q3 		$394K Buy
5,055
+21
+0.4% +$1.41K 0.37% 48
2024
Q2 		$292K Buy
5,034
+466
+10% +$29.6K 0.31% 61
2024
Q1 		$306K Buy
4,568
+269
+6% +$16.5K 0.34% 60
2023
Q4 		$264K Buy
4,299
+30
+0.7% +$1.72K 0.32% 68
2023
Q3 		$250K Buy
4,269
+150
+4% +$9.77K 0.35% 67
2023
Q2 		$275K Sell
4,119
-24
-0.6% -$1.64K 0.37% 60
2023
Q1 		$315K Sell
4,143
-637
-13% -$49.1K 0.51% 49
2022
Q4 		$340K Sell
4,780
-2,060
-30% -$165K 0.67% 42
2022
Q3 		$589K Buy
6,840
+706
+12% +$62.6K 0.88% 32
2022
Q2 		$428K Sell
6,134
-147
-2% -$12.8K 0.67% 47
2022
Q1 		$726K Buy
6,281
+680
+12% +$90.5K 0.76% 36
2021
Q4 		$1.06M Buy
+5,601
New +$1.21M 0.95% 30

Other funds holding PYPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Synergy Financial Group's PYPL Position: Q2 2026 in Review

Synergy Financial Group reduced its PayPal (PYPL) stake by 20% in Q2 2026, selling an estimated $79K and leaving 6,809 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #90.

Synergy Financial Group first reported a position in PYPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2021. 1,380 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

  • Synergy Financial Group held 6,809 shares of PayPal worth $294K as of Q2 2026.
  • Synergy Financial Group sold 1,737 PayPal shares in Q2 2026, an estimated $79K.
  • PayPal made up 0.21% of Synergy Financial Group's portfolio in Q2 2026, its #90 holding.
  • Synergy Financial Group first reported a position in PayPal in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's PayPal position peaked at $1.06M in Q4 2021.
  • 1,380 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.