LBWM
SEZL

Left Brain Wealth Management’s Sezzle SEZL Stock Holding History

Left Brain Wealth Management’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 		$201K Buy
+1,170
New +$123K 0.06% 97
2025
Q3 		– Sell
-3,300
Closed -$592K – 106
2025
Q2 		$592K Buy
+3,300
New +$292K 0.21% 58

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

Left Brain Wealth Management's SEZL Position: Q2 2026 in Review

Left Brain Wealth Management opened a new position in Sezzle (SEZL) in Q2 2026: 1,170 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in SEZL as recently as Q2 2025.

Left Brain Wealth Management first reported a position in SEZL in Q2 2025 and has held it in 2 quarters since. The position peaked at $592K in Q2 2025. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Left Brain Wealth Management held 1,170 shares of Sezzle worth $201K as of Q2 2026.
  • Sezzle was a new Left Brain Wealth Management position in Q2 2026.
  • Sezzle made up 0.06% of Left Brain Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Left Brain Wealth Management first reported a position in Sezzle in Q2 2025 and has held it in 2 quarters since.
  • Left Brain Wealth Management's Sezzle position peaked at $592K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.