Farther Finance Advisors
SEZL icon

Farther Finance Advisors’s Sezzle SEZL Stock Holding History

Farther Finance 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
Q3 		$72K Buy
666
+7
+1% +$977 ﹤0.01% 3123
2026
Q2 		$113K Buy
659
+536
+436% +$56.5K ﹤0.01% 2625
2026
Q1 		$7.83K Sell
123
-32
-21% -$2.18K ﹤0.01% 4264
2025
Q4 		$9.84K Buy
155
+145
+1,450% +$9.88K ﹤0.01% 3926
2025
Q3 		$795 Sell
10
-172
-95% -$19.7K ﹤0.01% 4437
2025
Q2 		$32.7K Buy
+182
New +$16.1K ﹤0.01% 2366

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's SEZL Position: Q3 2026 in Review

Farther Finance Advisors increased its Sezzle (SEZL) stake by 1.1% in Q3 2026, buying an estimated $977 and bringing the position to 666 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Farther Finance Advisors first reported a position in SEZL in Q2 2025 and has held it in 6 quarters since. The position peaked at $113K in Q2 2026. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Farther Finance Advisors held 666 shares of Sezzle worth $72K as of Q3 2026.
  • Farther Finance Advisors bought 7 Sezzle shares in Q3 2026, an estimated $977.
  • Sezzle made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3123 holding.
  • Farther Finance Advisors first reported a position in Sezzle in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Sezzle position peaked at $113K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.