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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 -$149K – 876
2025
Q2 		$149K Buy
+2,000
New +$137K ﹤0.01% 730

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
CI
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
GI
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.