UBS AM
SEZL

UBS AM’s Sezzle SEZL Stock Holding History

UBS AM’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 		$4.83M Sell
28,138
-4,308
-13% -$454K ﹤0.01% 1626
2026
Q1 		$2.05M Buy
32,446
+5,350
+20% +$365K ﹤0.01% 2032
2025
Q4 		$1.72M Sell
27,096
-3,319
-11% -$226K ﹤0.01% 1944
2025
Q3 		$2.42M Sell
30,415
-19,146
-39% -$2.2M ﹤0.01% 1668
2025
Q2 		$8.88M Buy
49,561
+19,779
+66% +$1.75M ﹤0.01% 1421
2025
Q1 		$1.04M Buy
29,782
+13,582
+84% +$575K ﹤0.01% 2289
2024
Q4 		$691K Buy
+16,200
New +$765K ﹤0.01% 2485

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

UBS AM's SEZL Position: Q2 2026 in Review

UBS AM reduced its Sezzle (SEZL) stake by 13% in Q2 2026, selling an estimated $454K and leaving 28,138 shares worth $4.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

UBS AM first reported a position in SEZL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.88M in Q2 2025. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • UBS AM held 28,138 shares of Sezzle worth $4.83M as of Q2 2026.
  • UBS AM sold 4,308 Sezzle shares in Q2 2026, an estimated $454K.
  • Sezzle made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1626 holding.
  • UBS AM first reported a position in Sezzle in Q4 2024 and has held it in 7 quarters since.
  • UBS AM's Sezzle position peaked at $8.88M in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.