SSA
SEZL

Sierra Summit Advisors’s Sezzle SEZL Stock Holding History

Sierra Summit 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
-10,681
Closed -$849K – 215
2025
Q3 		$849K Buy
+10,681
New +$1.23M 0.13% 118
2025
Q2 		– Sell
-16,830
Closed -$587K – 208
2025
Q1 		$587K Buy
+16,830
New +$713K 0.13% 129

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sierra Summit Advisors's SEZL Position: Q4 2025 in Review

Sierra Summit Advisors sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 10,681 shares — an estimated $849K sold.

Sierra Summit Advisors first reported a position in SEZL in Q1 2025 and held it in 2 quarters. The position peaked at $849K in Q3 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

  • Sierra Summit Advisors reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 10,681 Sezzle shares in Q4 2025, an estimated $849K.
  • Sierra Summit Advisors first reported a position in Sezzle in Q1 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's Sezzle position peaked at $849K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.