IAA
SEZL

Independent Advisor Alliance’s Sezzle SEZL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-41,341
Closed -$2.62M – 1655
2025
Q4 		$2.62M Sell
41,341
-3,572
-8% -$243K 0.06% 250
2025
Q3 		$3.57M Buy
44,913
+2,097
+5% +$241K 0.09% 187
2025
Q2 		$7.67M Sell
42,816
-7,290
-15% -$645K 0.22% 79
2025
Q1 		$1.75M Buy
50,106
+6,186
+14% +$262K 0.06% 275
2024
Q4 		$1.87M Buy
+43,920
New +$2.08M 0.02% 527

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

Independent Advisor Alliance's SEZL Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Sezzle (SEZL) in Q1 2026, closing a stake of 41,341 shares — an estimated $2.62M sold.

Independent Advisor Alliance first reported a position in SEZL in Q4 2024 and held it in 5 quarters. The position peaked at $7.67M in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Sezzle position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 41,341 Sezzle shares in Q1 2026, an estimated $2.62M.
  • Independent Advisor Alliance first reported a position in Sezzle in Q4 2024 and held it in 5 quarters.
  • Independent Advisor Alliance's Sezzle position peaked at $7.67M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.