Valeo Financial Advisors’s PayPal PYPL Stock Holding History

Valeo Financial 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 Q3	–	Sell	-2,000	Closed	-$2.63K	–	875
2025 Q2	$2.63K	Buy	+2,000	New	+$137K	﹤0.01%	783
2024 Q2	–	Sell	-800	Closed	-$52	–	716
2024 Q1	$52	Buy	+800	New	+$49.1K	﹤0.01%	660
2023 Q1	–	Sell	-1,000	Closed	-$71	–	667
2022 Q4	$71	Buy	+1,000	New	+$80K	﹤0.01%	548
2022 Q1	–	Sell	-800	Closed	-$151K	–	677
2021 Q4	$151K	Buy	+800	New	+$173K	0.01%	540
2021 Q3	–	Sell	-300	Closed	-$87K	–	610
2021 Q2	$87K	Hold	300	–	–	0.01%	476
2021 Q1	$73K	Buy	+300	New	+$75.8K	﹤0.01%	726
2020 Q3	–	Sell	-100	Closed	-$17K	–	2015
2020 Q2	$17K	Sell	100 -200	-67%	-$27.6K	﹤0.01%	1116
2020 Q1	$32K	Buy	+300	New	+$33.1K	﹤0.01%	749

Other funds holding PYPL

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors's PYPL Position: Q3 2026 in Review

Valeo Financial Advisors increased its PayPal (PYPL) stake by 2% in Q3 2026, buying an estimated $18.3K and bringing the position to 17,273 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #323.

Valeo Financial Advisors first reported a position in PYPL in Q3 2017 and has held it in 37 quarters since. The position peaked at $9.84M in Q1 2021. 61 funds tracked by Wall St. Rank hold PYPL as of Q3 2026.

Valeo Financial Advisors held 17,273 shares of PayPal worth $907K as of Q3 2026.
Valeo Financial Advisors bought 333 PayPal shares in Q3 2026, an estimated $18.3K.
PayPal made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #323 holding.
Valeo Financial Advisors first reported a position in PayPal in Q3 2017 and has held it in 37 quarters since.
Valeo Financial Advisors's PayPal position peaked at $9.84M in Q1 2021.
61 funds tracked by Wall St. Rank held PayPal as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.