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
Q2 		– Sell
-139
Closed -$8.8K – 2681
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 $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's SEZL Position: Q2 2026 in Review

Root Financial Partners sold out of Sezzle (SEZL) in Q2 2026, closing a stake of 139 shares — an estimated $8.8K sold.

Root Financial Partners first reported a position in SEZL in Q3 2025 and held it in 3 quarters. The position peaked at $11.2K in Q3 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Root Financial Partners reported no remaining Sezzle position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 139 Sezzle shares in Q2 2026, an estimated $8.8K.
  • Root Financial Partners first reported a position in Sezzle in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sezzle position peaked at $11.2K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.