Creative Planning
PSFE icon

Creative Planning’s Paysafe PSFE Stock Holding History

Creative Planning’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 		$885K Buy
129,911
+111,015
+588% +$787K ﹤0.01% 2559
2025
Q4 		$153K Buy
+18,896
New +$183K ﹤0.01% 3632
2024
Q4 		– Sell
-11,844
Closed -$266K – 3660
2024
Q3 		$266K Sell
11,844
-10,219
-46% -$212K ﹤0.01% 2622
2024
Q2 		$390K Buy
22,063
+508
+2% +$8.46K ﹤0.01% 2150
2024
Q1 		$340K Buy
21,555
+41
+0.2% +$573 ﹤0.01% 2149
2023
Q4 		$275K Sell
21,514
-238
-1% -$2.63K ﹤0.01% 2152
2023
Q3 		$261K Sell
21,752
-1,040
-5% -$12.7K ﹤0.01% 2047
2023
Q2 		$230K Sell
22,792
-1,111
-5% -$14.1K ﹤0.01% 2112
2023
Q1 		$413K Sell
23,903
-16
-0.1% -$311 ﹤0.01% 1598
2022
Q4 		$332K Buy
23,919
+1,408
+6% +$22.7K ﹤0.01% 1657
2022
Q3 		$373K Sell
22,511
-67
-0.3% -$1.5K ﹤0.01% 1518
2022
Q2 		$528K Buy
22,578
+21
+0.1% +$677 ﹤0.01% 1285
2022
Q1 		$918K Buy
22,557
+106
+0.5% +$4.38K ﹤0.01% 1026
2021
Q4 		$1.05M Buy
22,451
+307
+1% +$20.5K ﹤0.01% 935
2021
Q3 		$2.06M Buy
22,144
+4,292
+24% +$492K ﹤0.01% 680
2021
Q2 		$2.59M Sell
17,852
-4,281
-19% -$642K ﹤0.01% 584
2021
Q1 		$3.58M Buy
+22,133
New +$3.59M 0.01% 504

Other funds holding PSFE

Blackstone Inc
Blackstone Inc New York $25.6B 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Creative Planning's PSFE Position: Q1 2026 in Review

Creative Planning increased its Paysafe (PSFE) stake by 588% in Q1 2026, buying an estimated $787K and bringing the position to 129,911 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Creative Planning first reported a position in PSFE in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.58M in Q1 2021. 146 funds tracked by Wall St. Rank hold PSFE as of Q1 2026.

  • Creative Planning held 129,911 shares of Paysafe worth $885K as of Q1 2026.
  • Creative Planning bought 111,015 Paysafe shares in Q1 2026, an estimated $787K.
  • Paysafe made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2559 holding.
  • Creative Planning first reported a position in Paysafe in Q1 2021 and has held it in 17 quarters since.
  • Creative Planning's Paysafe position peaked at $3.58M in Q1 2021.
  • 146 funds tracked by Wall St. Rank held Paysafe as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.