Steward Partners Investment Advisory’s Paysafe PSFE Stock Holding History

Steward Partners Investment Advisory’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	-38	Closed	-$307	–	4537
2025 Q4	$307	Sell	38 -40	-51%	-$388	﹤0.01%	4174
2025 Q3	$1.01K	Buy	78 +40	+105%	+$535	﹤0.01%	4048
2025 Q2	$480	Sell	38 -830	-96%	-$11.4K	﹤0.01%	3965
2025 Q1	$13.6K	Hold	868	–	–	﹤0.01%	2963
2024 Q4	$14.8K	Sell	868 -42	-5%	-$851	﹤0.01%	2923
2024 Q3	$20.4K	Hold	910	–	–	﹤0.01%	2654
2024 Q2	$16.1K	Hold	910	–	–	﹤0.01%	2607
2024 Q1	$14.4K	Hold	910	–	–	﹤0.01%	2657
2023 Q4	$11.6K	Hold	910	–	–	﹤0.01%	2641
2023 Q3	$10.9K	Hold	910	–	–	﹤0.01%	2564
2023 Q2	$9.18K	Buy	910 +42	+5%	+$532	﹤0.01%	2596
2023 Q1	$15K	Hold	868	–	–	﹤0.01%	2374
2022 Q4	$12.1K	Hold	868	–	–	﹤0.01%	2469
2022 Q3	$14K	Hold	868	–	–	﹤0.01%	2394
2022 Q2	$20K	Hold	868	–	–	﹤0.01%	2230
2022 Q1	$35K	Hold	868	–	–	﹤0.01%	2102
2021 Q4	$41K	Buy	+868	New	+$58K	﹤0.01%	2008

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Steward Partners Investment Advisory's PSFE Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Paysafe (PSFE) in Q1 2026, closing a stake of 38 shares — an estimated $307 sold.

Steward Partners Investment Advisory first reported a position in PSFE in Q4 2021 and held it in 17 quarters. The position peaked at $41K in Q4 2021. 146 funds tracked by Wall St. Rank hold PSFE as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Paysafe position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 38 Paysafe shares in Q1 2026, an estimated $307.
Steward Partners Investment Advisory first reported a position in Paysafe in Q4 2021 and held it in 17 quarters.
Steward Partners Investment Advisory's Paysafe position peaked at $41K in Q4 2021.
146 funds tracked by Wall St. Rank held Paysafe as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.