Jones Financial Companies
SEZL

Jones Financial Companies’s Sezzle SEZL Stock Holding History

Jones Financial Companies’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 		$18.5K Buy
301
+237
+370% +$16.1K ﹤0.01% 3328
2025
Q4 		$4.06K Hold
64
– – ﹤0.01% 3580
2025
Q3 		$5.39K Buy
64
+45
+237% +$5.17K ﹤0.01% 3339
2025
Q2 		$3.14K Buy
+19
New +$1.68K ﹤0.01% 3308

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

Jones Financial Companies's SEZL Position: Q1 2026 in Review

Jones Financial Companies increased its Sezzle (SEZL) stake by 370% in Q1 2026, buying an estimated $16.1K and bringing the position to 301 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

Jones Financial Companies first reported a position in SEZL in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Jones Financial Companies held 301 shares of Sezzle worth $18.5K as of Q1 2026.
  • Jones Financial Companies bought 237 Sezzle shares in Q1 2026, an estimated $16.1K.
  • Sezzle made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3328 holding.
  • Jones Financial Companies first reported a position in Sezzle in Q2 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.