MSFP
SEZL

Mark Sheptoff Financial Planning’s Sezzle SEZL Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-400
Closed -$71.7K – 533
2025
Q2 		$71.7K Buy
+400
New +$35.4K 0.04% 154

Other funds holding SEZL

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's SEZL Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Sezzle (SEZL) in Q3 2025, closing a stake of 400 shares — an estimated $71.7K sold.

Mark Sheptoff Financial Planning first reported a position in SEZL in Q2 2025 and held it in 1 quarter. The position peaked at $71.7K in Q2 2025. 210 funds tracked by Wall St. Rank hold SEZL as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Sezzle position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Sezzle shares in Q3 2025, an estimated $71.7K.
  • Mark Sheptoff Financial Planning first reported a position in Sezzle in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Sezzle position peaked at $71.7K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Sezzle as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.