Independent Financial Group
SEZL icon

Independent Financial Group’s Sezzle SEZL Stock Holding History

Independent Financial 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
Q3 		$588K Buy
5,439
+2,643
+95% +$369K 0.01% 922
2026
Q2 		$480K Sell
2,796
-412
-13% -$43.4K 0.01% 1014
2026
Q1 		$203K Buy
+3,208
New +$219K ﹤0.01% 1376

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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Independent Financial Group's SEZL Position: Q3 2026 in Review

Independent Financial Group increased its Sezzle (SEZL) stake by 95% in Q3 2026, buying an estimated $369K and bringing the position to 5,439 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #922.

Independent Financial Group first reported a position in SEZL in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Independent Financial Group held 5,439 shares of Sezzle worth $588K as of Q3 2026.
  • Independent Financial Group bought 2,643 Sezzle shares in Q3 2026, an estimated $369K.
  • Sezzle made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #922 holding.
  • Independent Financial Group first reported a position in Sezzle in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.