PS
SEZL

Principal Securities’s Sezzle SEZL Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-647
Closed -$51.5K – 3144
2025
Q3 		$51.5K Hold
647
– – ﹤0.01% 1931
2025
Q2 		$116K Buy
647
+318
+97% +$28.1K ﹤0.01% 1481
2025
Q1 		$84.2K Sell
329
-1,645
-83% -$69.7K ﹤0.01% 1514
2024
Q4 		$84.2K Buy
+1,974
New +$93.3K ﹤0.01% 1511

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Principal Securities's SEZL Position: Q4 2025 in Review

Principal Securities sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 647 shares — an estimated $51.5K sold.

Principal Securities first reported a position in SEZL in Q4 2024 and held it in 4 quarters. The position peaked at $116K in Q2 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

  • Principal Securities reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 647 Sezzle shares in Q4 2025, an estimated $51.5K.
  • Principal Securities first reported a position in Sezzle in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Sezzle position peaked at $116K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.