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 Q3	$478K	Buy	4,424 +554	+14%	+$77.3K	0.09%	102
2026 Q2	$664K	Buy	3,870 +59	+2%	+$6.22K	0.13%	80
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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

BNA

BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return

Mindset Wealth Management's SEZL Position: Q3 2026 in Review

Mindset Wealth Management increased its Sezzle (SEZL) stake by 14% in Q3 2026, buying an estimated $77.3K and bringing the position to 4,424 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #102.

Mindset Wealth Management first reported a position in SEZL in Q2 2025 and has held it in 6 quarters since. The position peaked at $664K in Q2 2026. 32 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

Mindset Wealth Management held 4,424 shares of Sezzle worth $478K as of Q3 2026.
Mindset Wealth Management bought 554 Sezzle shares in Q3 2026, an estimated $77.3K.
Sezzle made up 0.09% of Mindset Wealth Management's portfolio in Q3 2026, its #102 holding.
Mindset Wealth Management first reported a position in Sezzle in Q2 2025 and has held it in 6 quarters since.
Mindset Wealth Management's Sezzle position peaked at $664K in Q2 2026.
32 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.