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BOLTON SECURITIES CORPORATION’s Sezzle SEZL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$154K Sell
1,430
-19,526
-93% -$2.72M 0.01% 980
2026
Q2 		$3.6M Buy
+20,956
New +$2.21M 0.13% 168

Other funds holding SEZL

Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SEZL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Sezzle (SEZL) stake by 93% in Q3 2026, selling an estimated $2.72M and leaving 1,430 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #980.

BOLTON SECURITIES CORPORATION first reported a position in SEZL in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.6M in Q2 2026. 197 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,430 shares of Sezzle worth $154K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 19,526 Sezzle shares in Q3 2026, an estimated $2.72M.
  • Sezzle made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #980 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Sezzle in Q2 2026 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Sezzle position peaked at $3.6M in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.