GSWM
SEZL

Golden State Wealth Management’s Sezzle SEZL Stock Holding History

Golden State Wealth Management’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 		$4.56K Hold
72
– – ﹤0.01% 1230
2025
Q4 		$4.57K Hold
72
– – ﹤0.01% 1256
2025
Q3 		$5.73K Buy
+72
New +$8.27K ﹤0.01% 1229

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

Golden State Wealth Management's SEZL Position: Q1 2026 in Review

Golden State Wealth Management held its Sezzle (SEZL) position steady in Q1 2026 at 72 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Golden State Wealth Management first reported a position in SEZL in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.73K in Q3 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Golden State Wealth Management held 72 shares of Sezzle worth $4.56K as of Q1 2026.
  • Golden State Wealth Management left its Sezzle share count unchanged in Q1 2026.
  • Sezzle made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1230 holding.
  • Golden State Wealth Management first reported a position in Sezzle in Q3 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Sezzle position peaked at $5.73K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.