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Beacon Investment Advisory Services’s Sezzle SEZL Stock Holding History

Beacon Investment Advisory Services’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 		$1.08K Hold
10
– – ﹤0.01% 758
2026
Q2 		$1.72K Hold
10
– – ﹤0.01% 759
2026
Q1 		$633 Buy
+10
New +$681 ﹤0.01% 758

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UWS
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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Beacon Investment Advisory Services's SEZL Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Sezzle (SEZL) position steady in Q3 2026 at 10 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Beacon Investment Advisory Services first reported a position in SEZL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.72K in Q2 2026. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Beacon Investment Advisory Services held 10 shares of Sezzle worth $1.08K as of Q3 2026.
  • Beacon Investment Advisory Services left its Sezzle share count unchanged in Q3 2026.
  • Sezzle made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #758 holding.
  • Beacon Investment Advisory Services first reported a position in Sezzle in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Sezzle position peaked at $1.72K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.