EverSource Wealth Advisors
SEZL icon

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
Q2 		$19.4K Sell
113
-103
-48% -$10.9K ﹤0.01% 2450
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 $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
Accredited Investors
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 $3.38T AUM 44.17% 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
Driehaus Capital Management
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

EverSource Wealth Advisors's SEZL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sezzle (SEZL) stake by 48% in Q2 2026, selling an estimated $10.9K and leaving 113 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

EverSource Wealth Advisors first reported a position in SEZL in Q1 2025 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • EverSource Wealth Advisors held 113 shares of Sezzle worth $19.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 103 Sezzle shares in Q2 2026, an estimated $10.9K.
  • Sezzle made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2450 holding.
  • EverSource Wealth Advisors first reported a position in Sezzle in Q1 2025 and has held it in 6 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.