Great Valley Advisor Group
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Great Valley Advisor Group’s Sezzle SEZL Stock Holding History

Great Valley Advisor Group’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 		$252K Buy
+1,469
New +$155K ﹤0.01% 900
2025
Q3 		– Sell
-1,912
Closed -$343K – 950
2025
Q2 		$343K Buy
+1,912
New +$169K 0.01% 713

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

Great Valley Advisor Group's SEZL Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Sezzle (SEZL) in Q2 2026: 1,469 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in SEZL as recently as Q2 2025.

Great Valley Advisor Group first reported a position in SEZL in Q2 2025 and has held it in 2 quarters since. The position peaked at $343K in Q2 2025. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Great Valley Advisor Group held 1,469 shares of Sezzle worth $252K as of Q2 2026.
  • Sezzle was a new Great Valley Advisor Group position in Q2 2026.
  • Sezzle made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #900 holding.
  • Great Valley Advisor Group first reported a position in Sezzle in Q2 2025 and has held it in 2 quarters since.
  • Great Valley Advisor Group's Sezzle position peaked at $343K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.