Jones Financial Companies
SEZL icon

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
Q2 		$84.9K Buy
498
+197
+65% +$20.8K ﹤0.01% 2912
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 $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
Accredited Investors
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 $3.38T AUM 44.17% 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
Driehaus Capital Management
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

Jones Financial Companies's SEZL Position: Q2 2026 in Review

Jones Financial Companies increased its Sezzle (SEZL) stake by 65% in Q2 2026, buying an estimated $20.8K and bringing the position to 498 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Jones Financial Companies first reported a position in SEZL in Q2 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Jones Financial Companies held 498 shares of Sezzle worth $84.9K as of Q2 2026.
  • Jones Financial Companies bought 197 Sezzle shares in Q2 2026, an estimated $20.8K.
  • Sezzle made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2912 holding.
  • Jones Financial Companies first reported a position in Sezzle in Q2 2025 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.