AssetMark Inc
SEZL

AssetMark Inc’s Sezzle SEZL Stock Holding History

AssetMark Inc’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 		$1.54K Sell
9
-12
-57% -$1.26K ﹤0.01% 3049
2026
Q1 		$1.33K Buy
21
+15
+250% +$1.02K ﹤0.01% 2971
2025
Q4 		$381 Sell
6
-6
-50% -$409 ﹤0.01% 3153
2025
Q3 		$954 Hold
12
– – ﹤0.01% 2793
2025
Q2 		$2.15K Buy
+12
New +$1.06K ﹤0.01% 2408

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

AssetMark Inc's SEZL Position: Q2 2026 in Review

AssetMark Inc reduced its Sezzle (SEZL) stake by 57% in Q2 2026, selling an estimated $1.26K and leaving 9 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

AssetMark Inc first reported a position in SEZL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15K in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • AssetMark Inc held 9 shares of Sezzle worth $1.54K as of Q2 2026.
  • AssetMark Inc sold 12 Sezzle shares in Q2 2026, an estimated $1.26K.
  • Sezzle made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3049 holding.
  • AssetMark Inc first reported a position in Sezzle in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Sezzle position peaked at $2.15K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.