LRI Investments’s Sezzle SEZL Stock Holding History

LRI Investments’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	$172	Buy	+1	New	+$105	﹤0.01%	1767
2026 Q1	–	Sell	-86	Closed	-$5.46K	–	1493
2025 Q4	$5.46K	Sell	86 -52	-38%	-$3.54K	﹤0.01%	1028
2025 Q3	$11K	Hold	138	–	–	﹤0.01%	854
2025 Q2	$24.7K	Hold	138	–	–	﹤0.01%	664
2025 Q1	$4.82K	Sell	138 -96	-41%	-$4.07K	﹤0.01%	959
2024 Q4	$9.98K	Buy	234 +96	+70%	+$4.54K	﹤0.01%	790
2024 Q3	$8.56K	Buy	+138	New	+$2.68K	﹤0.01%	813

Other funds holding SEZL

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LRI Investments's SEZL Position: Q2 2026 in Review

LRI Investments opened a new position in Sezzle (SEZL) in Q2 2026: 1 share worth $172. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings. This is a return to the name: LRI Investments previously reported a position in SEZL as recently as Q4 2025.

LRI Investments first reported a position in SEZL in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.7K in Q2 2025. 90 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

LRI Investments held 1 share of Sezzle worth $172 as of Q2 2026.
Sezzle was a new LRI Investments position in Q2 2026.
Sezzle made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1767 holding.
LRI Investments first reported a position in Sezzle in Q3 2024 and has held it in 7 quarters since.
LRI Investments's Sezzle position peaked at $24.7K in Q2 2025.
90 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.