Creative Planning
SEZL

Creative Planning’s Sezzle SEZL Stock Holding History

Creative Planning’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 		$2.92M Buy
17,017
+1,362
+9% +$144K ﹤0.01% 1803
2026
Q1 		$991K Buy
15,655
+994
+7% +$67.7K ﹤0.01% 2468
2025
Q4 		$931K Sell
14,661
-548
-4% -$37.4K ﹤0.01% 2333
2025
Q3 		$1.21M Sell
15,209
-465
-3% -$53.4K ﹤0.01% 1941
2025
Q2 		$2.81M Sell
15,674
-378
-2% -$33.5K ﹤0.01% 1076
2025
Q1 		$560K Sell
16,052
-580
-3% -$24.6K ﹤0.01% 2184
2024
Q4 		$709K Buy
16,632
+3,156
+23% +$149K ﹤0.01% 1914
2024
Q3 		$383K Buy
+13,476
New +$262K ﹤0.01% 2332

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

Creative Planning's SEZL Position: Q2 2026 in Review

Creative Planning increased its Sezzle (SEZL) stake by 8.7% in Q2 2026, buying an estimated $144K and bringing the position to 17,017 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Creative Planning first reported a position in SEZL in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Creative Planning held 17,017 shares of Sezzle worth $2.92M as of Q2 2026.
  • Creative Planning bought 1,362 Sezzle shares in Q2 2026, an estimated $144K.
  • Sezzle made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1803 holding.
  • Creative Planning first reported a position in Sezzle in Q3 2024 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.