KAS
SEZL

Kestra Advisory Services’s Sezzle SEZL Stock Holding History

Kestra Advisory Services’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 		$414K Sell
2,411
-3,150
-57% -$332K ﹤0.01% 2478
2026
Q1 		$352K Buy
5,561
+381
+7% +$26K ﹤0.01% 2495
2025
Q4 		$329K Buy
5,180
+140
+3% +$9.54K ﹤0.01% 2468
2025
Q3 		$401K Buy
5,040
+990
+24% +$114K ﹤0.01% 2211
2025
Q2 		$726K Buy
+4,050
New +$358K ﹤0.01% 1702

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

Kestra Advisory Services's SEZL Position: Q2 2026 in Review

Kestra Advisory Services reduced its Sezzle (SEZL) stake by 57% in Q2 2026, selling an estimated $332K and leaving 2,411 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Kestra Advisory Services first reported a position in SEZL in Q2 2025 and has held it in 5 quarters since. The position peaked at $726K in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Kestra Advisory Services held 2,411 shares of Sezzle worth $414K as of Q2 2026.
  • Kestra Advisory Services sold 3,150 Sezzle shares in Q2 2026, an estimated $332K.
  • Sezzle made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2478 holding.
  • Kestra Advisory Services first reported a position in Sezzle in Q2 2025 and has held it in 5 quarters since.
  • Kestra Advisory Services's Sezzle position peaked at $726K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.