PWPS
SEZL

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
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

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

Pinnacle Wealth Planning Services's SEZL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Sezzle (SEZL) stake by 4% in Q2 2026, buying an estimated $1.05K and bringing the position to 263 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Pinnacle Wealth Planning Services first reported a position in SEZL in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 263 shares of Sezzle worth $45.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Sezzle shares in Q2 2026, an estimated $1.05K.
  • Sezzle made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1346 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sezzle in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.