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
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 $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial's SEZL Position: Q1 2026 in Review

LPL Financial reduced its Sezzle (SEZL) stake by 36% in Q1 2026, selling an estimated $1.3M and leaving 33,754 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

LPL Financial first reported a position in SEZL in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.35M in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • LPL Financial held 33,754 shares of Sezzle worth $2.14M as of Q1 2026.
  • LPL Financial sold 19,134 Sezzle shares in Q1 2026, an estimated $1.3M.
  • Sezzle made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3445 holding.
  • LPL Financial first reported a position in Sezzle in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's Sezzle position peaked at $9.35M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.