OAS
SEZL

Optivise Advisory Services’s Sezzle SEZL Stock Holding History

Optivise Advisory Services’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 		$220K Buy
+1,283
New +$135K 0.11% 201

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optivise Advisory Services's SEZL Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Sezzle (SEZL) in Q2 2026: 1,283 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #201 among its holdings.

324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Optivise Advisory Services held 1,283 shares of Sezzle worth $220K as of Q2 2026.
  • Sezzle was a new Optivise Advisory Services position in Q2 2026.
  • Sezzle made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #201 holding.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.