IFP Advisors
SEZL icon

IFP Advisors’s Sezzle SEZL Stock Holding History

IFP 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 		$16K Buy
148
+2
+1% +$279 ﹤0.01% 3080
2026
Q2 		$25.1K Buy
146
+101
+224% +$10.6K ﹤0.01% 2838
2026
Q1 		$2.85K Sell
45
-285
-86% -$19.4K ﹤0.01% 3816
2025
Q4 		$20.9K Buy
330
+33
+11% +$2.25K ﹤0.01% 2709
2025
Q3 		$23.6K Buy
297
+253
+575% +$29K ﹤0.01% 2503
2025
Q2 		$8.6K Buy
+44
New +$3.9K ﹤0.01% 3013

Other funds holding SEZL

Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

IFP Advisors's SEZL Position: Q3 2026 in Review

IFP Advisors increased its Sezzle (SEZL) stake by 1.4% in Q3 2026, buying an estimated $279 and bringing the position to 148 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

IFP Advisors first reported a position in SEZL in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.1K in Q2 2026. 111 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • IFP Advisors held 148 shares of Sezzle worth $16K as of Q3 2026.
  • IFP Advisors bought 2 Sezzle shares in Q3 2026, an estimated $279.
  • Sezzle made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3080 holding.
  • IFP Advisors first reported a position in Sezzle in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Sezzle position peaked at $25.1K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.