Carson Wealth (CWM LLC)
PSFE icon

Carson Wealth (CWM LLC)’s Paysafe PSFE Stock Holding History

Carson Wealth (CWM LLC)’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 		$172K Buy
25,222
+11,684
+86% +$82.9K ﹤0.01% 2850
2025
Q4 		$110K Sell
13,538
-4,243
-24% -$41.1K ﹤0.01% 2991
2025
Q3 		$230K Buy
17,781
+10,499
+144% +$140K ﹤0.01% 2341
2025
Q2 		$92K Buy
7,282
+6,256
+610% +$85.6K ﹤0.01% 2800
2025
Q1 		$16K Sell
1,026
-142
-12% -$2.58K ﹤0.01% 3841
2024
Q4 		$20K Sell
1,168
-427
-27% -$8.65K ﹤0.01% 3441
2024
Q3 		$36K Buy
1,595
+125
+9% +$2.6K ﹤0.01% 2954
2024
Q2 		$26K Buy
1,470
+1,259
+597% +$21K ﹤0.01% 2950
2024
Q1 		$3K Buy
211
+164
+349% +$2.29K ﹤0.01% 3882
2023
Q4 		$1K Sell
47
-5
-10% -$55 ﹤0.01% 4018
2023
Q3 		$1K Sell
52
-1,311
-96% -$16K ﹤0.01% 4052
2023
Q2 		$14K Sell
1,363
-512
-27% -$6.48K ﹤0.01% 2881
2023
Q1 		$32K Buy
1,875
+108
+6% +$2.1K ﹤0.01% 2191
2022
Q4 		$25K Buy
1,767
+1,744
+7,583% +$28.2K ﹤0.01% 2215
2022
Q3 		$0 Sell
23
-208
-90% -$4.65K ﹤0.01% 4131
2022
Q2 		$5K Sell
231
-94
-29% -$3.03K ﹤0.01% 3003
2022
Q1 		$13K Buy
325
+311
+2,221% +$12.8K ﹤0.01% 2337
2021
Q4 		$1K Buy
+14
New +$936 ﹤0.01% 3361
2021
Q2 		$7K Hold
50
– – ﹤0.01% 2257
2021
Q1 		$7K Buy
+50
New +$8.1K ﹤0.01% 2257

Other funds holding PSFE

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSFE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Paysafe (PSFE) stake by 86% in Q1 2026, buying an estimated $82.9K and bringing the position to 25,222 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Carson Wealth (CWM LLC) first reported a position in PSFE in Q1 2021 and has held it in 20 quarters since. The position peaked at $230K in Q3 2025. 146 funds tracked by Wall St. Rank hold PSFE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,222 shares of Paysafe worth $172K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,684 Paysafe shares in Q1 2026, an estimated $82.9K.
  • Paysafe made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2850 holding.
  • Carson Wealth (CWM LLC) first reported a position in Paysafe in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Paysafe position peaked at $230K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Paysafe as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.