LPL Financial
SEZL

LPL Financial’s Sezzle SEZL Stock Holding History

LPL 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 		$8.44M Buy
49,149
+15,395
+46% +$1.62M ﹤0.01% 2305
2026
Q1 		$2.14M Sell
33,754
-19,134
-36% -$1.3M ﹤0.01% 3445
2025
Q4 		$3.36M Sell
52,888
-4,492
-8% -$306K ﹤0.01% 2902
2025
Q3 		$4.56M Buy
57,380
+5,213
+10% +$598K ﹤0.01% 2551
2025
Q2 		$9.35M Buy
52,167
+43,961
+536% +$3.89M ﹤0.01% 1790
2025
Q1 		$286K Buy
+8,206
New +$348K ﹤0.01% 4603

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

LPL Financial's SEZL Position: Q2 2026 in Review

LPL Financial increased its Sezzle (SEZL) stake by 46% in Q2 2026, buying an estimated $1.62M and bringing the position to 49,149 shares worth $8.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

LPL Financial first reported a position in SEZL in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.35M in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • LPL Financial held 49,149 shares of Sezzle worth $8.44M as of Q2 2026.
  • LPL Financial bought 15,395 Sezzle shares in Q2 2026, an estimated $1.62M.
  • Sezzle made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2305 holding.
  • LPL Financial first reported a position in Sezzle in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's Sezzle position peaked at $9.35M in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.