BBPWM
SEZL

Blue Bell Private Wealth Management’s Sezzle SEZL Stock Holding History

Blue Bell Private Wealth Management’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 		$36.4K Hold
212
– – ﹤0.01% 455
2026
Q1 		$13.4K Buy
212
+64
+43% +$4.36K ﹤0.01% 535
2025
Q4 		$9.39K Buy
148
+27
+22% +$1.84K ﹤0.01% 564
2025
Q3 		$9.62K Buy
+121
New +$13.9K ﹤0.01% 553

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

Blue Bell Private Wealth Management's SEZL Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Sezzle (SEZL) position steady in Q2 2026 at 212 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Blue Bell Private Wealth Management first reported a position in SEZL in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Blue Bell Private Wealth Management held 212 shares of Sezzle worth $36.4K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Sezzle share count unchanged in Q2 2026.
  • Sezzle made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Blue Bell Private Wealth Management first reported a position in Sezzle in Q3 2025 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.