Private Client Services’s Sezzle SEZL Stock Holding History

Private Client 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	–	Sell	-3,638	Closed	-$624K	–	259
2026 Q2	$624K	Sell	3,638 -6,609	-64%	-$697K	0.16%	116
2026 Q1	$649K	Buy	+10,247	New	+$698K	0.19%	94

Other funds holding SEZL

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Client Services's SEZL Position: Q3 2026 in Review

Private Client Services sold out of Sezzle (SEZL) in Q3 2026, closing a stake of 3,638 shares — an estimated $624K sold.

Private Client Services first reported a position in SEZL in Q1 2026 and held it in 2 quarters. The position peaked at $649K in Q1 2026. 20 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

Private Client Services reported no remaining Sezzle position as of Q3 2026 after selling out during the quarter.
Private Client Services sold 3,638 Sezzle shares in Q3 2026, an estimated $624K.
Private Client Services first reported a position in Sezzle in Q1 2026 and held it in 2 quarters.
Private Client Services's Sezzle position peaked at $649K in Q1 2026.
20 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.