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SPIA
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
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$83.3B AUM
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1-Year Est. Return
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$2.14B AUM
121.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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