Patten Group’s Sezzle SEZL Stock Holding History

Patten Group’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	–	Sell	-6,583	Closed	-$418K	–	317
2025 Q4	$418K	Buy	+6,583	New	+$449K	0.08%	225

Other funds holding SEZL

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Patten Group's SEZL Position: Q1 2026 in Review

Patten Group sold out of Sezzle (SEZL) in Q1 2026, closing a stake of 6,583 shares — an estimated $418K sold.

Patten Group first reported a position in SEZL in Q4 2025 and held it in 1 quarter. The position peaked at $418K in Q4 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

Patten Group reported no remaining Sezzle position as of Q1 2026 after selling out during the quarter.
Patten Group sold 6,583 Sezzle shares in Q1 2026, an estimated $418K.
Patten Group first reported a position in Sezzle in Q4 2025 and held it in 1 quarter.
Patten Group's Sezzle position peaked at $418K in Q4 2025.
220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.