JWA
SEZL

JFS Wealth Advisors’s Sezzle SEZL Stock Holding History

JFS Wealth 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
Q2 		$687 Buy
4
+3
+300% +$316 ﹤0.01% 1898
2026
Q1 		$64 Hold
1
– – ﹤0.01% 1857
2025
Q4 		$64 Sell
1
-4
-80% -$273 ﹤0.01% 1897
2025
Q3 		$398 Buy
+5
New +$574 ﹤0.01% 1791

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
AI
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 $3.37T AUM 44.26% 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
DCM
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

JFS Wealth Advisors's SEZL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Sezzle (SEZL) stake by 300% in Q2 2026, buying an estimated $316 and bringing the position to 4 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

JFS Wealth Advisors first reported a position in SEZL in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Sezzle worth $687 as of Q2 2026.
  • JFS Wealth Advisors bought 3 Sezzle shares in Q2 2026, an estimated $316.
  • Sezzle made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1898 holding.
  • JFS Wealth Advisors first reported a position in Sezzle in Q3 2025 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.