West Branch Capital’s Paysafe PSFE Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-23	Closed	-$293	–	453
2025 Q3	$293	Hold	23	–	–	﹤0.01%	424
2025 Q2	$293	Hold	23	–	–	﹤0.01%	440
2025 Q1	$361	Hold	23	–	–	﹤0.01%	451
2024 Q4	$394	Hold	23	–	–	﹤0.01%	441
2024 Q3	$516	Hold	23	–	–	﹤0.01%	415
2024 Q2	$407	Hold	23	–	–	﹤0.01%	411
2024 Q1	$364	Hold	23	–	–	﹤0.01%	402
2023 Q4	$295	Hold	23	–	–	﹤0.01%	427
2023 Q3	$276	Sell	23 -1	-4%	-$12	﹤0.01%	422
2023 Q2	$243	Hold	24	–	–	﹤0.01%	431
2023 Q1	$415	Hold	24	–	–	﹤0.01%	428
2022 Q4	$333	Buy	24 +1	+4%	+$16	﹤0.01%	427
2022 Q3	$0	Hold	23	–	–	﹤0.01%	466
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	409
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	407
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	437
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	393
2021 Q2	$3K	Buy	+23	New	+$3.45K	﹤0.01%	400

Other funds holding PSFE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's PSFE Position: Q4 2025 in Review

West Branch Capital sold out of Paysafe (PSFE) in Q4 2025, closing a stake of 23 shares — an estimated $293 sold.

West Branch Capital first reported a position in PSFE in Q2 2021 and held it in 18 quarters. The position peaked at $3K in Q2 2021. 146 funds tracked by Wall St. Rank hold PSFE as of Q4 2025.

West Branch Capital reported no remaining Paysafe position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 23 Paysafe shares in Q4 2025, an estimated $293.
West Branch Capital first reported a position in Paysafe in Q2 2021 and held it in 18 quarters.
West Branch Capital's Paysafe position peaked at $3K in Q2 2021.
146 funds tracked by Wall St. Rank held Paysafe as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.