Commonwealth Equity Services
SEZL

Commonwealth Equity Services’s Sezzle SEZL Stock Holding History

Commonwealth Equity 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
Q1 		$1.13M Sell
17,873
-6,299
-26% -$429K ﹤0.01% 2509
2025
Q4 		$1.53M Buy
24,172
+256
+1% +$17.4K ﹤0.01% 2208
2025
Q3 		$1.9M Sell
23,916
-1,403
-6% -$161K ﹤0.01% 2034
2025
Q2 		$4.54M Buy
25,319
+1,535
+6% +$136K 0.01% 1394
2025
Q1 		$830K Buy
+23,784
New +$1.01M ﹤0.01% 2616

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Commonwealth Equity Services's SEZL Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Sezzle (SEZL) stake by 26% in Q1 2026, selling an estimated $429K and leaving 17,873 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

Commonwealth Equity Services first reported a position in SEZL in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.54M in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Commonwealth Equity Services held 17,873 shares of Sezzle worth $1.13M as of Q1 2026.
  • Commonwealth Equity Services sold 6,299 Sezzle shares in Q1 2026, an estimated $429K.
  • Sezzle made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2509 holding.
  • Commonwealth Equity Services first reported a position in Sezzle in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Sezzle position peaked at $4.54M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.