Corient Private Wealth
SEZL

Corient Private Wealth’s Sezzle SEZL Stock Holding History

Corient Private Wealth’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 		$891K Buy
5,193
+834
+19% +$87.9K ﹤0.01% 1886
2026
Q1 		$274K Buy
+4,359
New +$297K ﹤0.01% 2369

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

Corient Private Wealth's SEZL Position: Q2 2026 in Review

Corient Private Wealth increased its Sezzle (SEZL) stake by 19% in Q2 2026, buying an estimated $87.9K and bringing the position to 5,193 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Corient Private Wealth first reported a position in SEZL in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Corient Private Wealth held 5,193 shares of Sezzle worth $891K as of Q2 2026.
  • Corient Private Wealth bought 834 Sezzle shares in Q2 2026, an estimated $87.9K.
  • Sezzle made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1886 holding.
  • Corient Private Wealth first reported a position in Sezzle in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.