Pinnacle Wealth Planning Services
SEZL icon

Pinnacle Wealth Planning Services’s Sezzle SEZL Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$28.7K Buy
266
+3
+1% +$419 ﹤0.01% 1609
2026
Q2 		$45.1K Buy
263
+10
+4% +$1.05K ﹤0.01% 1346
2026
Q1 		$16K Buy
253
+70
+38% +$4.77K ﹤0.01% 1801
2025
Q4 		$11.6K Buy
+183
New +$12.5K ﹤0.01% 1958

Other funds holding SEZL

Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's SEZL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Sezzle (SEZL) stake by 1.1% in Q3 2026, buying an estimated $419 and bringing the position to 266 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Pinnacle Wealth Planning Services first reported a position in SEZL in Q4 2025 and has held it in 4 quarters since. The position peaked at $45.1K in Q2 2026. 111 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 266 shares of Sezzle worth $28.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 3 Sezzle shares in Q3 2026, an estimated $419.
  • Sezzle made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1609 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sezzle in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sezzle position peaked at $45.1K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.