LifeSteps Financial’s Sezzle SEZL Stock Holding History

LifeSteps Financial’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	$8.93K	Buy	+52	New	+$5.48K	﹤0.01%	435

Other funds holding SEZL

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LifeSteps Financial's SEZL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Sezzle (SEZL) in Q2 2026: 52 shares worth $8.93K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

85 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

LifeSteps Financial held 52 shares of Sezzle worth $8.93K as of Q2 2026.
Sezzle was a new LifeSteps Financial position in Q2 2026.
Sezzle made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #435 holding.
85 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.