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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
Q3 		– Sell
-52
Closed -$8.93K – 603
2026
Q2 		$8.93K Buy
+52
New +$5.48K ﹤0.01% 435

Other funds holding SEZL

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LifeSteps Financial's SEZL Position: Q3 2026 in Review

LifeSteps Financial sold out of Sezzle (SEZL) in Q3 2026, closing a stake of 52 shares — an estimated $8.93K sold.

LifeSteps Financial first reported a position in SEZL in Q2 2026 and held it in 1 quarter. The position peaked at $8.93K in Q2 2026. 21 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • LifeSteps Financial reported no remaining Sezzle position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 52 Sezzle shares in Q3 2026, an estimated $8.93K.
  • LifeSteps Financial first reported a position in Sezzle in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Sezzle position peaked at $8.93K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.