Paladin Wealth, LLC PYPL — PAYPAL HLDGS INC

Ownership history in Paladin Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

Paladin Wealth, LLC reported PAYPAL HLDGS INC (PYPL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.71% in 2024 Q3. The latest visible filing shows PYPL at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Paladin Wealth, LLC's position in PAYPAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PYPL was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYPL stock page Paladin Wealth, LLC fund profile Paladin Wealth, LLC full holdings
How Paladin Wealth, LLC held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 12,309 +1,980 +19.2% 0.31% $532K 2026-07-09 $45.32
2026 Q1 ADDED — — — 10,329 +624 +6.4% 0.32% $467K 2026-04-16 $49.81
2025 Q4 REDUCED 5.5% -22.3% ✅ 9,705 -560 -5.5% 0.39% $567K 2026-01-15 $56.57
2025 Q3 REDUCED — — — 10,265 -21 -0.2% 0.50% $688K 2025-10-14 $68.78
2025 Q2 ADDED — — — 10,286 +442 +4.5% 0.59% $764K 2025-07-08 $74.63
2025 Q1 ADDED — — — 9,844 +1,209 +14.0% 0.58% $642K 2025-04-09 $63.61
2024 Q4 REDUCED 16.5% -23.6% ✅ 8,635 -1,707 -16.5% 0.64% $737K 2025-01-29 $88.29
2024 Q3 INITIATED — — — 10,342 — — 0.71% $807K 2024-10-11 $80.08

🏢 Other funds also holding PYPL

As of 2026 Q2 — sorted by position size

Alliance Wealth Advisors, LLC 3Y 1.09% First Nebraska Trust Co 0.76% Palouse Capital Management, Inc. 3Y 7Y 0.6% Red Spruce Capital, LLC 3Y 0.57% First County Bank /CT/ 3Y 0.42% FNY Investment Advisers, LLC 3Y 7Y 0.41% Gradient Investments LLC 3Y 7Y 0.29% TOWER TRUST & INVESTMENT Co 0.29% WINCAP FINANCIAL LLC 0.27% Trust Asset Management LLC 3Y 7Y 0.25%

FAQ About Paladin Wealth, LLC and PYPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Paladin Wealth, LLC reported owning PYPL?

Paladin Wealth, LLC reported PYPL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PYPL position in Paladin Wealth, LLC's portfolio?

The largest reported portfolio weight for PYPL was 0.71% in 2024 Q3.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2026 Q2, when Paladin Wealth, LLC reported 12,309 shares, equal to 0.31% of portfolio, with an estimated market value of $532K.

What does the chart on this PYPL ownership page compare?

The chart compares Paladin Wealth, LLC's quarterly PYPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Paladin Wealth, LLC time their PYPL position?

Based on 13F filing dates vs. subsequent PYPL price moves, Paladin Wealth, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on PYPL relative to SPY over the holding period was +228.7%.

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