BTI
SEZL

Blue Trust Inc’s Sezzle SEZL Stock Holding History

Blue Trust 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
Q2 		$199K Buy
1,159
+254
+28% +$26.8K ﹤0.01% 792
2026
Q1 		$57.3K Buy
905
+176
+24% +$12K ﹤0.01% 1261
2025
Q4 		$46.3K Sell
729
-132
-15% -$9K ﹤0.01% 1392
2025
Q3 		$68.5K Buy
861
+765
+797% +$87.8K ﹤0.01% 1247
2025
Q2 		$17.2K Sell
96
-12
-11% -$1.06K ﹤0.01% 1727
2025
Q1 		$3.77K Buy
+108
New +$4.57K ﹤0.01% 2147

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 Trust Inc's SEZL Position: Q2 2026 in Review

Blue Trust Inc increased its Sezzle (SEZL) stake by 28% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,159 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Blue Trust Inc first reported a position in SEZL in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Blue Trust Inc held 1,159 shares of Sezzle worth $199K as of Q2 2026.
  • Blue Trust Inc bought 254 Sezzle shares in Q2 2026, an estimated $26.8K.
  • Sezzle made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #792 holding.
  • Blue Trust Inc first reported a position in Sezzle in Q1 2025 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.