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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

UBS AM's SEZL Position: Q1 2026 in Review

UBS AM increased its Sezzle (SEZL) stake by 20% in Q1 2026, buying an estimated $365K and bringing the position to 32,446 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

UBS AM first reported a position in SEZL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.88M in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • UBS AM held 32,446 shares of Sezzle worth $2.05M as of Q1 2026.
  • UBS AM bought 5,350 Sezzle shares in Q1 2026, an estimated $365K.
  • Sezzle made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2032 holding.
  • UBS AM first reported a position in Sezzle in Q4 2024 and has held it in 6 quarters since.
  • UBS AM's Sezzle position peaked at $8.88M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.