RFP
SEZL

Root Financial Partners’s Sezzle SEZL Stock Holding History

Root Financial Partners’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 		$8.8K Buy
139
+16
+13% +$1.09K ﹤0.01% 1735
2025
Q4 		$7.81K Sell
123
-18
-13% -$1.23K ﹤0.01% 1608
2025
Q3 		$11.2K Buy
+141
New +$16.2K ﹤0.01% 1409

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 $2.31B AUM 33.7% 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

Root Financial Partners's SEZL Position: Q1 2026 in Review

Root Financial Partners increased its Sezzle (SEZL) stake by 13% in Q1 2026, buying an estimated $1.09K and bringing the position to 139 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Root Financial Partners first reported a position in SEZL in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q3 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Root Financial Partners held 139 shares of Sezzle worth $8.8K as of Q1 2026.
  • Root Financial Partners bought 16 Sezzle shares in Q1 2026, an estimated $1.09K.
  • Sezzle made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1735 holding.
  • Root Financial Partners first reported a position in Sezzle in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Sezzle position peaked at $11.2K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.