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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

PYPL holding history

PayPal Holdings, Inc. in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PYPL overviewAll 13F holders of PYPLFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of PYPL by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7,300−100.0%Sold outHolders
Q4 20257,300$426.3K0.2%−300−3.9%ReducedHolders
Q3 20257,600$509.7K0.2%−100−1.3%ReducedHolders
Q2 20257,700$572.3K0.2%+100+1.3%AddedHolders
Q1 20257,600$495.9K0.2%00.0%UnchangedHolders
Q4 20247,600$648.7K0.3%−100−1.3%ReducedHolders
Q3 20247,700$600.8K0.3%+300+4.1%AddedHolders
Q2 20247,400$429.4K0.2%−24,282−76.6%ReducedHolders
Q1 202431,682$2.12M1.0%+464+1.5%AddedHolders
Q4 202331,218$1.92M1.0%+853+2.8%AddedHolders
Q3 202330,365$1.78M1.0%+5,538+22.3%AddedHolders
Q2 202324,827$1.66M1.0%+1,096+4.6%AddedHolders
Q1 202323,731$1.80M1.0%+6,425+37.1%AddedHolders
Q4 202217,306$1.23M0.8%+1,011+6.2%AddedHolders
Q3 202216,295$1.40M1.0%+85+0.5%AddedHolders
Q2 202216,210$1.13M0.8%+6,959+75.2%AddedHolders
Q1 20229,251$1.07M0.7%+3,334+56.3%AddedHolders
Q4 20215,917$1.54M1.1%00.0%UnchangedHolders
Q3 20215,917$1.54M1.1%−568−8.8%ReducedHolders
Q2 20216,485$1.89M1.3%+396+6.5%AddedHolders
Q1 20216,089$1.48M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.