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Spire Wealth Management’s Paysafe PSFE Stock Holding History

Spire Wealth Management’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 		– Sell
-1,400
Closed -$11.3K – 2379
2025
Q4 		$11.3K Sell
1,400
-2,410
-63% -$23.4K ﹤0.01% 1666
2025
Q3 		$49.2K Buy
3,810
+15
+0.4% +$201 ﹤0.01% 1241
2025
Q2 		$47.9K Buy
3,795
+950
+33% +$13K ﹤0.01% 1213
2025
Q1 		$44.6K Buy
2,845
+1,330
+88% +$24.2K ﹤0.01% 1323
2024
Q4 		$25.9K Buy
+1,515
New +$30.7K ﹤0.01% 1535
2022
Q2 		– Sell
-67
Closed -$3K – 2803
2022
Q1 		$3K Hold
67
– – ﹤0.01% 2342
2021
Q4 		$3K Sell
67
-108
-62% -$7.22K ﹤0.01% 2714
2021
Q3 		$16K Buy
175
+153
+695% +$17.5K ﹤0.01% 1941
2021
Q2 		$3K Buy
+22
New +$3.3K ﹤0.01% 2430

Other funds holding PSFE

Blackstone Inc
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Spire Wealth Management's PSFE Position: Q1 2026 in Review

Spire Wealth Management sold out of Paysafe (PSFE) in Q1 2026, closing a stake of 1,400 shares — an estimated $11.3K sold.

Spire Wealth Management first reported a position in PSFE in Q2 2021 and held it in 9 quarters. The position peaked at $49.2K in Q3 2025. 146 funds tracked by Wall St. Rank hold PSFE as of Q1 2026.

  • Spire Wealth Management reported no remaining Paysafe position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,400 Paysafe shares in Q1 2026, an estimated $11.3K.
  • Spire Wealth Management first reported a position in Paysafe in Q2 2021 and held it in 9 quarters.
  • Spire Wealth Management's Paysafe position peaked at $49.2K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Paysafe as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.