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AF
Allworth Financial’s
Paysafe
PSFE
Stock Holding History
Allworth Financial’s Portfolio
PSFE Stock Details
PSFE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$17.2K
Buy
2,525
+2,484
+6,059%
+$17.6K
﹤0.01%
3099
2025
Q4
$332
Sell
41
-263
-87%
-$2.55K
﹤0.01%
4618
2025
Q3
$3.93K
Buy
304
+200
+192%
+$2.67K
﹤0.01%
3690
2025
Q2
$1.31K
Buy
+104
New
+$1.42K
﹤0.01%
3879
2025
Q1
–
Sell
-2
Closed
-$38
–
4154
2024
Q4
$38
Buy
+2
New
+$41
﹤0.01%
3885
2023
Q2
–
Sell
-23
Closed
-$398
–
3353
2023
Q1
$398
Sell
23
-849
-97%
-$16.5K
﹤0.01%
2886
2022
Q4
$12.1K
Buy
872
+865
+12,357%
+$14K
﹤0.01%
1629
2022
Q3
$0
Buy
+7
New
+$156
﹤0.01%
3019
Other funds holding PSFE
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
PMG
Private Management Group
Irvine, California
$3.47B AUM
13.39%
1-Year Est. Return
FNF
Fidelity National Financial
Jacksonville, Florida
$2.72B AUM
29.3%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
FPM
Francisco Partners Management
San Francisco, California
$292M AUM
34.13%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Mackenzie Financial
Toronto Ontario, Ontario, Canada
$83.3B AUM
31.19%
1-Year Est. Return
CM
CastleKnight Management
New York
$2.14B AUM
121.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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