LPL Financial
SEZL icon

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
Q3 		$3.97M Sell
36,758
-12,391
-25% -$1.73M ﹤0.01% 3069
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

Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial's SEZL Position: Q3 2026 in Review

LPL Financial reduced its Sezzle (SEZL) stake by 25% in Q3 2026, selling an estimated $1.73M and leaving 36,758 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

LPL Financial first reported a position in SEZL in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.35M in Q2 2025. 125 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • LPL Financial held 36,758 shares of Sezzle worth $3.97M as of Q3 2026.
  • LPL Financial sold 12,391 Sezzle shares in Q3 2026, an estimated $1.73M.
  • Sezzle made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3069 holding.
  • LPL Financial first reported a position in Sezzle in Q1 2025 and has held it in 7 quarters since.
  • LPL Financial's Sezzle position peaked at $9.35M in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.