SDWIA
SEZL

Schwarz Dygos Wheeler Investment Advisors’s Sezzle SEZL Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026
Q2 		$789K Hold
4,600
– – 0.15% 91
2026
Q1 		$291K Hold
4,600
– – 0.06% 134
2025
Q4 		$292K Hold
4,600
– – 0.06% 136
2025
Q3 		$366K Hold
4,600
– – 0.08% 119
2025
Q2 		$825K Buy
+4,600
New +$407K 0.19% 88
2025
Q1 		– Sell
-5,400
Closed -$230K – 163
2024
Q4 		$230K Sell
5,400
-18,600
-78% -$879K 0.06% 149
2024
Q3 		$682K Buy
+24,000
New +$467K 0.17% 91

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SEZL Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Sezzle (SEZL) position steady in Q2 2026 at 4,600 shares worth $789K. The position accounts for 0.15% of the portfolio, ranked #91.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SEZL in Q3 2024 and has held it in 7 quarters since. The position peaked at $825K in Q2 2025. 146 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 4,600 shares of Sezzle worth $789K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Sezzle share count unchanged in Q2 2026.
  • Sezzle made up 0.15% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Sezzle in Q3 2024 and has held it in 7 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Sezzle position peaked at $825K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.