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 Q2	$777	Hold	104	–	–	﹤0.01%	2612
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 $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

Pinnacle Wealth Planning Services's PSFE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Paysafe (PSFE) position steady in Q2 2026 at 104 shares worth $777. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Pinnacle Wealth Planning Services first reported a position in PSFE in Q4 2021 and has held it in 7 quarters since. The position peaked at $40K in Q4 2021. 146 funds tracked by Wall St. Rank hold PSFE as of Q2 2026.

Pinnacle Wealth Planning Services held 104 shares of Paysafe worth $777 as of Q2 2026.
Pinnacle Wealth Planning Services left its Paysafe share count unchanged in Q2 2026.
Paysafe made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2612 holding.
Pinnacle Wealth Planning Services first reported a position in Paysafe in Q4 2021 and has held it in 7 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 Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.