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Wellspring Financial Advisors’s PayPal PYPL Stock Holding History

Wellspring 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
-2,825
Closed -$210K – 200
2025
Q2 		$210K Buy
+2,825
New +$193K 0.02% 159
2024
Q1 		– Sell
-20,632
Closed -$1.27M – 148
2023
Q4 		$1.27M Sell
20,632
-706
-3% -$40.4K 0.32% 45
2023
Q3 		$1.25M Sell
21,338
-117
-0.5% -$7.62K 0.36% 43
2023
Q2 		$1.43M Buy
21,455
+91
+0.4% +$6.2K 0.41% 40
2023
Q1 		$1.62M Sell
21,364
-44
-0.2% -$3.39K 0.48% 40
2022
Q4 		$1.52M Buy
+21,408
New +$1.71M 0.51% 40
2022
Q2 		– Sell
-2,153
Closed -$249K – 134
2022
Q1 		$249K Sell
2,153
-13
-0.6% -$1.73K 0.07% 81
2021
Q4 		$409K Buy
2,166
+63
+3% +$13.6K 0.11% 62
2021
Q3 		$547K Buy
2,103
+53
+3% +$15K 0.16% 53
2021
Q2 		$598K Sell
2,050
-191
-9% -$50.4K 0.19% 51
2021
Q1 		$215K Buy
2,241
+33
+1% +$8.33K 0.1% 79
2020
Q4 		$517K Buy
2,208
+54
+3% +$11.2K 0.18% 53
2020
Q3 		$424K Buy
2,154
+6
+0.3% +$1.13K 0.17% 54
2020
Q2 		$374K Sell
2,148
-93
-4% -$12.9K 0.15% 55
2020
Q1 		$215K Buy
+2,241
New +$247K 0.1% 79

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellspring Financial Advisors's PYPL Position: Q3 2025 in Review

Wellspring Financial Advisors sold out of PayPal (PYPL) in Q3 2025, closing a stake of 2,825 shares — an estimated $210K sold.

Wellspring Financial Advisors first reported a position in PYPL in Q1 2020 and held it in 15 quarters. The position peaked at $1.62M in Q1 2023. 1,782 funds tracked by Wall St. Rank hold PYPL as of Q3 2025.

  • Wellspring Financial Advisors reported no remaining PayPal position as of Q3 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,825 PayPal shares in Q3 2025, an estimated $210K.
  • Wellspring Financial Advisors first reported a position in PayPal in Q1 2020 and held it in 15 quarters.
  • Wellspring Financial Advisors's PayPal position peaked at $1.62M in Q1 2023.
  • 1,782 funds tracked by Wall St. Rank held PayPal as of Q3 2025.

Based on Wellspring Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.