Rise Advisors’s Sezzle SEZL Stock Holding History

Rise Advisors’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	-9	Closed	-$716	–	1193
2025 Q3	$716	Hold	9	–	–	﹤0.01%	1320
2025 Q2	$1.61K	Buy	+9	New	+$797	﹤0.01%	1217

Other funds holding SEZL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Rise Advisors's SEZL Position: Q4 2025 in Review

Rise Advisors sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 9 shares — an estimated $716 sold.

Rise Advisors first reported a position in SEZL in Q2 2025 and held it in 2 quarters. The position peaked at $1.61K in Q2 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

Rise Advisors reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 9 Sezzle shares in Q4 2025, an estimated $716.
Rise Advisors first reported a position in Sezzle in Q2 2025 and held it in 2 quarters.
Rise Advisors's Sezzle position peaked at $1.61K in Q2 2025.
219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.