TWD
PSFE icon

True Wealth Design’s Paysafe PSFE Stock Holding History

True Wealth Design’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
Q3 		$699 Sell
124
-109
-47% -$786 ﹤0.01% 2036
2026
Q2 		$1.74K Buy
233
+11
+5% +$86 ﹤0.01% 1744
2026
Q1 		$1.51K Buy
222
+181
+441% +$1.28K ﹤0.01% 1654
2025
Q4 		$332 Sell
41
-290
-88% -$2.81K ﹤0.01% 2090
2025
Q3 		$4.28K Buy
331
+327
+8,175% +$4.37K ﹤0.01% 1143
2025
Q2 		$51 Sell
4
-16
-80% -$219 ﹤0.01% 2375
2025
Q1 		$314 Buy
+20
New +$363 ﹤0.01% 1748

Other funds holding PSFE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PSFE Position: Q3 2026 in Review

True Wealth Design reduced its Paysafe (PSFE) stake by 47% in Q3 2026, selling an estimated $786 and leaving 124 shares worth $699. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

True Wealth Design first reported a position in PSFE in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.28K in Q3 2025. 6 funds tracked by Wall St. Rank hold PSFE as of Q3 2026.

  • True Wealth Design held 124 shares of Paysafe worth $699 as of Q3 2026.
  • True Wealth Design sold 109 Paysafe shares in Q3 2026, an estimated $786.
  • Paysafe made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2036 holding.
  • True Wealth Design first reported a position in Paysafe in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Paysafe position peaked at $4.28K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Paysafe as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.