EverSource Wealth Advisors’s Paysafe PSFE Stock Holding History

EverSource Wealth Advisors’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 Q2	$6.12K	Buy	819 +11	+1%	+$86	﹤0.01%	3189
2026 Q1	$5.5K	Sell	808 -739	-48%	-$5.24K	﹤0.01%	3226
2025 Q4	$12.5K	Buy	1,547 +74	+5%	+$717	﹤0.01%	2693
2025 Q3	$19K	Buy	1,473 +572	+63%	+$7.65K	﹤0.01%	2394
2025 Q2	$11.4K	Buy	901 +880	+4,190%	+$12K	﹤0.01%	2728
2025 Q1	$329	Sell	21 -4	-16%	-$73	﹤0.01%	3581
2024 Q4	$428	Buy	+25	New	+$506	﹤0.01%	3249
2022 Q4	–	Sell	-3	Closed	–	–	2404
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2094
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1855
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1814
2021 Q4	$0	Buy	+3	New	+$201	﹤0.01%	1773

Other funds holding PSFE

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EverSource Wealth Advisors's PSFE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Paysafe (PSFE) stake by 1.4% in Q2 2026, buying an estimated $86 and bringing the position to 819 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

EverSource Wealth Advisors first reported a position in PSFE in Q4 2021 and has held it in 11 quarters since. The position peaked at $19K in Q3 2025. 146 funds tracked by Wall St. Rank hold PSFE as of Q2 2026.

EverSource Wealth Advisors held 819 shares of Paysafe worth $6.12K as of Q2 2026.
EverSource Wealth Advisors bought 11 Paysafe shares in Q2 2026, an estimated $86.
Paysafe made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3189 holding.
EverSource Wealth Advisors first reported a position in Paysafe in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's Paysafe position peaked at $19K in Q3 2025.
146 funds tracked by Wall St. Rank held Paysafe as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.