Steward Partners Investment Advisory
SEZL icon

Steward Partners Investment Advisory’s Sezzle SEZL Stock Holding History

Steward Partners Investment Advisory’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 		$1.49M Buy
8,682
+2,770
+47% +$292K 0.01% 1070
2026
Q1 		$374K Buy
+5,912
New +$403K ﹤0.01% 1673

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
Accredited Investors
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 $3.38T AUM 44.17% 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
Driehaus Capital Management
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

Steward Partners Investment Advisory's SEZL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Sezzle (SEZL) stake by 47% in Q2 2026, buying an estimated $292K and bringing the position to 8,682 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1070.

Steward Partners Investment Advisory first reported a position in SEZL in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Steward Partners Investment Advisory held 8,682 shares of Sezzle worth $1.49M as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,770 Sezzle shares in Q2 2026, an estimated $292K.
  • Sezzle made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1070 holding.
  • Steward Partners Investment Advisory first reported a position in Sezzle in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.