Pinnacle Wealth Planning Services’s Paysafe PSFE Stock Holding History

Pinnacle Wealth Planning Services’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	$708	Hold	104	–	–	﹤0.01%	2594
2025 Q4	$841	Buy	+104	New	+$1.01K	﹤0.01%	2604
2022 Q4	–	Sell	-833	Closed	-$14K	–	484
2022 Q3	$14K	Sell	833 -28	-3%	-$626	﹤0.01%	408
2022 Q2	$20K	Buy	861 +25	+3%	+$806	﹤0.01%	418
2022 Q1	$34K	Sell	836 -13	-2%	-$537	0.01%	429
2021 Q4	$40K	Buy	+849	New	+$56.8K	0.01%	425

Other funds holding PSFE

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's PSFE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Paysafe (PSFE) position steady in Q1 2026 at 104 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Pinnacle Wealth Planning Services first reported a position in PSFE in Q4 2021 and has held it in 6 quarters since. The position peaked at $40K in Q4 2021. 146 funds tracked by Wall St. Rank hold PSFE as of Q1 2026.

Pinnacle Wealth Planning Services held 104 shares of Paysafe worth $708 as of Q1 2026.
Pinnacle Wealth Planning Services left its Paysafe share count unchanged in Q1 2026.
Paysafe made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2594 holding.
Pinnacle Wealth Planning Services first reported a position in Paysafe in Q4 2021 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Paysafe position peaked at $40K in Q4 2021.
146 funds tracked by Wall St. Rank held Paysafe as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.