Essential Partners’s Paysafe PSFE Stock Holding History

Essential Partners’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	$2.02K	Sell	358 -310	-46%	-$2.23K	﹤0.01%	1914
2026 Q2	$4.99K	Sell	668 -1,549	-70%	-$12.1K	﹤0.01%	1548
2026 Q1	$15.1K	Buy	2,217 +1,431	+182%	+$10.1K	0.01%	1043
2025 Q4	$6.36K	Buy	786 +43	+6%	+$417	﹤0.01%	1332
2025 Q3	$9.6K	Buy	743 +393	+112%	+$5.26K	﹤0.01%	1167
2025 Q2	$4.42K	Buy	+350	New	+$4.79K	﹤0.01%	1087

Other funds holding PSFE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PSFE Position: Q3 2026 in Review

Essential Partners reduced its Paysafe (PSFE) stake by 46% in Q3 2026, selling an estimated $2.23K and leaving 358 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Essential Partners first reported a position in PSFE in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.1K in Q1 2026. 6 funds tracked by Wall St. Rank hold PSFE as of Q3 2026.

Essential Partners held 358 shares of Paysafe worth $2.02K as of Q3 2026.
Essential Partners sold 310 Paysafe shares in Q3 2026, an estimated $2.23K.
Paysafe made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1914 holding.
Essential Partners first reported a position in Paysafe in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Paysafe position peaked at $15.1K in Q1 2026.
6 funds tracked by Wall St. Rank held Paysafe as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.