SWM
SEZL

Spire Wealth Management’s Sezzle SEZL Stock Holding History

Spire Wealth Management’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 		$29K Buy
169
+159
+1,590% +$16.8K ﹤0.01% 1323
2026
Q1 		$633 Buy
+10
New +$681 ﹤0.01% 2216
2025
Q3 		– Sell
-179
Closed -$32.1K – 2470
2025
Q2 		$32.1K Buy
+179
New +$15.8K ﹤0.01% 1361

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

Spire Wealth Management's SEZL Position: Q2 2026 in Review

Spire Wealth Management increased its Sezzle (SEZL) stake by 1,590% in Q2 2026, buying an estimated $16.8K and bringing the position to 169 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Spire Wealth Management first reported a position in SEZL in Q2 2025 and has held it in 3 quarters since. The position peaked at $32.1K in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Spire Wealth Management held 169 shares of Sezzle worth $29K as of Q2 2026.
  • Spire Wealth Management bought 159 Sezzle shares in Q2 2026, an estimated $16.8K.
  • Sezzle made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1323 holding.
  • Spire Wealth Management first reported a position in Sezzle in Q2 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's Sezzle position peaked at $32.1K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.