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
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 $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AssetMark Inc's SEZL Position: Q1 2026 in Review

AssetMark Inc increased its Sezzle (SEZL) stake by 250% in Q1 2026, buying an estimated $1.02K and bringing the position to 21 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

AssetMark Inc first reported a position in SEZL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.15K in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • AssetMark Inc held 21 shares of Sezzle worth $1.33K as of Q1 2026.
  • AssetMark Inc bought 15 Sezzle shares in Q1 2026, an estimated $1.02K.
  • Sezzle made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2971 holding.
  • AssetMark Inc first reported a position in Sezzle in Q2 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Sezzle position peaked at $2.15K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.