XF
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XML Financial’s Sezzle SEZL Stock Holding History

XML Financial’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 		$591K Buy
3,443
+225
+7% +$23.7K 0.04% 261
2026
Q1 		$204K Buy
+3,218
New +$219K 0.02% 401
2025
Q4 		– Sell
-3,115
Closed -$248K – 457
2025
Q3 		$248K Buy
3,115
+490
+19% +$56.2K 0.02% 343
2025
Q2 		$471K Buy
+2,625
New +$232K 0.04% 246

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

XML Financial's SEZL Position: Q2 2026 in Review

XML Financial increased its Sezzle (SEZL) stake by 7% in Q2 2026, buying an estimated $23.7K and bringing the position to 3,443 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #261.

XML Financial first reported a position in SEZL in Q2 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • XML Financial held 3,443 shares of Sezzle worth $591K as of Q2 2026.
  • XML Financial bought 225 Sezzle shares in Q2 2026, an estimated $23.7K.
  • Sezzle made up 0.04% of XML Financial's portfolio in Q2 2026, its #261 holding.
  • XML Financial first reported a position in Sezzle in Q2 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.