Avion Wealth’s Sezzle SEZL Stock Holding History

Avion Wealth’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	–	Sell	-600	Closed	-$37K	–	1703
2026 Q1	$37K	Hold	600	–	–	0.01%	245
2025 Q4	$38K	Hold	600	–	–	0.01%	245
2025 Q3	$47K	Buy	+600	New	+$68.9K	0.01%	224

Other funds holding SEZL

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's SEZL Position: Q2 2026 in Review

Avion Wealth sold out of Sezzle (SEZL) in Q2 2026, closing a stake of 600 shares — an estimated $37K sold.

Avion Wealth first reported a position in SEZL in Q3 2025 and held it in 3 quarters. The position peaked at $47K in Q3 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

Avion Wealth reported no remaining Sezzle position as of Q2 2026 after selling out during the quarter.
Avion Wealth sold 600 Sezzle shares in Q2 2026, an estimated $37K.
Avion Wealth first reported a position in Sezzle in Q3 2025 and held it in 3 quarters.
Avion Wealth's Sezzle position peaked at $47K in Q3 2025.
324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.