MWM
SEZL

Mindset Wealth Management’s Sezzle SEZL Stock Holding History

Mindset Wealth Management’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 		$241K Sell
3,811
-381
-9% -$26K 0.06% 151
2025
Q4 		$266K Buy
4,192
+1,472
+54% +$100K 0.07% 148
2025
Q3 		$216K Buy
2,720
+553
+26% +$63.5K 0.06% 159
2025
Q2 		$388K Buy
+2,167
New +$192K 0.13% 87

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

Mindset Wealth Management's SEZL Position: Q1 2026 in Review

Mindset Wealth Management reduced its Sezzle (SEZL) stake by 9.1% in Q1 2026, selling an estimated $26K and leaving 3,811 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #151.

Mindset Wealth Management first reported a position in SEZL in Q2 2025 and has held it in 4 quarters since. The position peaked at $388K in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Mindset Wealth Management held 3,811 shares of Sezzle worth $241K as of Q1 2026.
  • Mindset Wealth Management sold 381 Sezzle shares in Q1 2026, an estimated $26K.
  • Sezzle made up 0.06% of Mindset Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Mindset Wealth Management first reported a position in Sezzle in Q2 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Sezzle position peaked at $388K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.