AssetMark Inc
SEZL icon

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
Q3 		$2.92K Buy
27
+18
+200% +$2.51K ﹤0.01% 2932
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

AssetMark Inc's SEZL Position: Q3 2026 in Review

AssetMark Inc increased its Sezzle (SEZL) stake by 200% in Q3 2026, buying an estimated $2.51K and bringing the position to 27 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

AssetMark Inc first reported a position in SEZL in Q2 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • AssetMark Inc held 27 shares of Sezzle worth $2.92K as of Q3 2026.
  • AssetMark Inc bought 18 Sezzle shares in Q3 2026, an estimated $2.51K.
  • Sezzle made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2932 holding.
  • AssetMark Inc first reported a position in Sezzle in Q2 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.