EWA
PSFE icon

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
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 – – 2408
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2096
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1857
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1815
2021
Q4 		$0 Buy
+3
New +$201 ﹤0.01% 1773

Other funds holding PSFE

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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 $5.7T 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 $2.14B AUM 121.87% 1-Year Est. Return