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Avion Wealth’s Paysafe PSFE Stock Holding History

Avion Wealth’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
Q3 		– Sell
-84
Closed – – 1638
2026
Q2 		$0 Hold
84
– – ﹤0.01% 1669
2026
Q1 		$0 Hold
84
– – ﹤0.01% 1526
2025
Q4 		$0 Hold
84
– – ﹤0.01% 1518
2025
Q3 		$1K Hold
84
– – ﹤0.01% 1085
2025
Q2 		$1K Hold
84
– – ﹤0.01% 1044
2025
Q1 		$1K Hold
84
– – ﹤0.01% 909
2024
Q4 		$1K Hold
84
– – ﹤0.01% 906
2024
Q3 		$1K Buy
+84
New +$1.74K ﹤0.01% 881

Other funds holding PSFE

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avion Wealth's PSFE Position: Q3 2026 in Review

Avion Wealth sold out of Paysafe (PSFE) in Q3 2026, closing a stake of 84 shares.

Avion Wealth first reported a position in PSFE in Q3 2024 and held it in 8 quarters. The position peaked at $1K in Q3 2025. 61 funds tracked by Wall St. Rank hold PSFE as of Q3 2026.

  • Avion Wealth reported no remaining Paysafe position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 84 Paysafe shares in Q3 2026.
  • Avion Wealth first reported a position in Paysafe in Q3 2024 and held it in 8 quarters.
  • Avion Wealth's Paysafe position peaked at $1K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Paysafe as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.