EP
SEZL

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
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

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

Essential Partners's SEZL Position: Q2 2026 in Review

Essential Partners reduced its Sezzle (SEZL) stake by 77% in Q2 2026, selling an estimated $26.8K and leaving 74 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #1101.

Essential Partners first reported a position in SEZL in Q2 2025 and has held it in 5 quarters since. The position peaked at $60.2K in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Essential Partners held 74 shares of Sezzle worth $12.7K as of Q2 2026.
  • Essential Partners sold 254 Sezzle shares in Q2 2026, an estimated $26.8K.
  • Sezzle made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1101 holding.
  • Essential Partners first reported a position in Sezzle in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Sezzle position peaked at $60.2K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.