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
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 $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's SEZL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Sezzle (SEZL) stake by 38% in Q1 2026, buying an estimated $4.77K and bringing the position to 253 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Pinnacle Wealth Planning Services first reported a position in SEZL in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 253 shares of Sezzle worth $16K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 70 Sezzle shares in Q1 2026, an estimated $4.77K.
  • Sezzle made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1801 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sezzle in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.