Linscomb Wealth’s Sezzle SEZL Stock Holding History

Linscomb Wealth’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
2025 Q4	–	Sell	-3,078	Closed	-$245K	–	314
2025 Q3	$245K	Buy	+3,078	New	+$353K	0.01%	287

Other funds holding SEZL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Linscomb Wealth's SEZL Position: Q4 2025 in Review

Linscomb Wealth sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 3,078 shares — an estimated $245K sold.

Linscomb Wealth first reported a position in SEZL in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

Linscomb Wealth reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
Linscomb Wealth sold 3,078 Sezzle shares in Q4 2025, an estimated $245K.
Linscomb Wealth first reported a position in Sezzle in Q3 2025 and held it in 1 quarter.
Linscomb Wealth's Sezzle position peaked at $245K in Q3 2025.
219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on Linscomb Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.