AF
SEZL

Allworth Financial’s Sezzle SEZL Stock Holding History

Allworth Financial’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
Q2 		$12.4K Buy
72
+24
+50% +$2.53K ﹤0.01% 3571
2026
Q1 		$3.04K Sell
48
-12
-20% -$818 ﹤0.01% 4207
2025
Q4 		$3.81K Sell
60
-799
-93% -$54.5K ﹤0.01% 3868
2025
Q3 		$68.3K Buy
859
+239
+39% +$27.4K ﹤0.01% 1905
2025
Q2 		$111K Buy
620
+614
+10,233% +$54.3K ﹤0.01% 1481
2025
Q1 		$285 Hold
6
– – ﹤0.01% 3805
2024
Q4 		$230 Hold
6
– – ﹤0.01% 3758
2024
Q3 		$171 Buy
+6
New +$117 ﹤0.01% 3628

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's SEZL Position: Q2 2026 in Review

Allworth Financial increased its Sezzle (SEZL) stake by 50% in Q2 2026, buying an estimated $2.53K and bringing the position to 72 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Allworth Financial first reported a position in SEZL in Q3 2024 and has held it in 8 quarters since. The position peaked at $111K in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Allworth Financial held 72 shares of Sezzle worth $12.4K as of Q2 2026.
  • Allworth Financial bought 24 Sezzle shares in Q2 2026, an estimated $2.53K.
  • Sezzle made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3571 holding.
  • Allworth Financial first reported a position in Sezzle in Q3 2024 and has held it in 8 quarters since.
  • Allworth Financial's Sezzle position peaked at $111K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.