Rothwell Investment Advisors, LLC’s Sezzle SEZL Stock Holding History

Rothwell Investment Advisors, 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	$4.75K	Buy	+44	New	+$6.14K	﹤0.01%	916

Other funds holding SEZL

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SEZL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Sezzle (SEZL) in Q3 2026: 44 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings.

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

Rothwell Investment Advisors, LLC held 44 shares of Sezzle worth $4.75K as of Q3 2026.
Sezzle was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Sezzle made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #916 holding.
125 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.