Cape Investment Advisory’s Sezzle SEZL Stock Holding History

Cape Investment Advisory’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	$11.2K	Buy	+65	New	+$6.85K	﹤0.01%	841

Other funds holding SEZL

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

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Cape Investment Advisory's SEZL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Sezzle (SEZL) in Q2 2026: 65 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings.

57 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

Cape Investment Advisory held 65 shares of Sezzle worth $11.2K as of Q2 2026.
Sezzle was a new Cape Investment Advisory position in Q2 2026.
Sezzle made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #841 holding.
57 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.