SPL
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Superior Planning, LLC’s Sezzle SEZL Stock Holding History

Superior Planning, LLC’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.92K Buy
+27
New +$3.77K ﹤0.01% 1420

Other funds holding SEZL

Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SEZL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sezzle (SEZL) in Q3 2026: 27 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings.

203 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Superior Planning, LLC held 27 shares of Sezzle worth $2.92K as of Q3 2026.
  • Sezzle was a new Superior Planning, LLC position in Q3 2026.
  • Sezzle made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1420 holding.
  • 203 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.