PWM
SEZL

Prosperity Wealth Management’s Sezzle SEZL Stock Holding History

Prosperity Wealth Management’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 		$443K Buy
+6,985
New +$476K 0.15% 152
2025
Q3 		– Sell
-5,025
Closed -$901K – 277
2025
Q2 		$901K Sell
5,025
-2,415
-32% -$214K 0.33% 64
2025
Q1 		$260K Buy
7,440
+630
+9% +$26.7K 0.12% 167
2024
Q4 		$290K Buy
+6,810
New +$322K 0.12% 156

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

Prosperity Wealth Management's SEZL Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Sezzle (SEZL) in Q4 2025: 6,985 shares worth $443K. The stake represents 0.15% of the portfolio and ranks #152 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in SEZL as recently as Q2 2025.

Prosperity Wealth Management first reported a position in SEZL in Q4 2024 and has held it in 4 quarters since. The position peaked at $901K in Q2 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

  • Prosperity Wealth Management held 6,985 shares of Sezzle worth $443K as of Q4 2025.
  • Sezzle was a new Prosperity Wealth Management position in Q4 2025.
  • Sezzle made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #152 holding.
  • Prosperity Wealth Management first reported a position in Sezzle in Q4 2024 and has held it in 4 quarters since.
  • Prosperity Wealth Management's Sezzle position peaked at $901K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.