Root Financial Partners
SEZL icon

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
Q3 		$15.9K Buy
+147
New +$20.5K ﹤0.01% 1676
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

Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's SEZL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sezzle (SEZL) in Q3 2026: 147 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SEZL as recently as Q1 2026.

Root Financial Partners first reported a position in SEZL in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Root Financial Partners held 147 shares of Sezzle worth $15.9K as of Q3 2026.
  • Sezzle was a new Root Financial Partners position in Q3 2026.
  • Sezzle made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1676 holding.
  • Root Financial Partners first reported a position in Sezzle in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.