TFA
SEZL icon

Toth Financial Advisory’s Sezzle SEZL Stock Holding History

Toth Financial 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
Q3 		$32.4K Hold
300
– – ﹤0.01% 434
2026
Q2 		$51.5K Hold
300
– – 0.01% 380
2026
Q1 		$19K Hold
300
– – ﹤0.01% 490
2025
Q4 		$19K Buy
300
+220
+275% +$15K ﹤0.01% 485
2025
Q3 		$6.36K Buy
+80
New +$9.18K ﹤0.01% 583

Other funds holding SEZL

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
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Toth Financial Advisory's SEZL Position: Q3 2026 in Review

Toth Financial Advisory held its Sezzle (SEZL) position steady in Q3 2026 at 300 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Toth Financial Advisory first reported a position in SEZL in Q3 2025 and has held it in 5 quarters since. The position peaked at $51.5K in Q2 2026. 17 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Toth Financial Advisory held 300 shares of Sezzle worth $32.4K as of Q3 2026.
  • Toth Financial Advisory left its Sezzle share count unchanged in Q3 2026.
  • Sezzle made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #434 holding.
  • Toth Financial Advisory first reported a position in Sezzle in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's Sezzle position peaked at $51.5K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.