EP
SEZL icon

Essential Partners’s Sezzle SEZL Stock Holding History

Essential Partners’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
Q3 		$7.56K Sell
70
-4
-5% -$558 ﹤0.01% 1326
2026
Q2 		$12.7K Sell
74
-254
-77% -$26.8K 0.01% 1101
2026
Q1 		$20.8K Buy
328
+1
+0.3% +$68 0.01% 908
2025
Q4 		$20.8K Buy
327
+1
+0.3% +$68 0.01% 890
2025
Q3 		$25.9K Sell
326
-10
-3% -$1.15K 0.01% 805
2025
Q2 		$60.2K Buy
+336
New +$29.7K 0.02% 432

Other funds holding SEZL

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's SEZL Position: Q3 2026 in Review

Essential Partners reduced its Sezzle (SEZL) stake by 5.4% in Q3 2026, selling an estimated $558 and leaving 70 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Essential Partners first reported a position in SEZL in Q2 2025 and has held it in 6 quarters since. The position peaked at $60.2K in Q2 2025. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Essential Partners held 70 shares of Sezzle worth $7.56K as of Q3 2026.
  • Essential Partners sold 4 Sezzle shares in Q3 2026, an estimated $558.
  • Sezzle made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1326 holding.
  • Essential Partners first reported a position in Sezzle in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sezzle position peaked at $60.2K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.