EWA
SEZL

EverSource Wealth Advisors’s Sezzle SEZL Stock Holding History

EverSource Wealth Advisors’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 		$13.7K Buy
216
+179
+484% +$12.2K ﹤0.01% 2747
2025
Q4 		$2.35K Sell
37
-17
-31% -$1.16K ﹤0.01% 3445
2025
Q3 		$4.29K Buy
54
+13
+32% +$1.49K ﹤0.01% 3222
2025
Q2 		$7.35K Buy
41
+29
+242% +$2.57K ﹤0.01% 2986
2025
Q1 		$419 Buy
+12
New +$508 ﹤0.01% 3515

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

EverSource Wealth Advisors's SEZL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Sezzle (SEZL) stake by 484% in Q1 2026, buying an estimated $12.2K and bringing the position to 216 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

EverSource Wealth Advisors first reported a position in SEZL in Q1 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • EverSource Wealth Advisors held 216 shares of Sezzle worth $13.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 179 Sezzle shares in Q1 2026, an estimated $12.2K.
  • Sezzle made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2747 holding.
  • EverSource Wealth Advisors first reported a position in Sezzle in Q1 2025 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.