Position in SEZL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,804
+$20,400 QoQ
Shares Held
162
+38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 323 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $40,453,830 across 33 Credit Services names. SEZL ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,161 | $15,151,197 | |
| 2 | MA |
Mastercard Inc
|
22,999 | $11,812,286 | |
| 3 | AXP |
American Express Co
|
17,093 | $5,781,707 | |
| 4 | COF |
Capital One Financial Corp
|
19,295 | $3,870,962 | |
| 5 | SYF |
Synchrony Financial
|
9,590 | $729,319 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,503 | $620,462 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
7,317 | $596,701 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,417 | $574,154 |
All Filings in SEZL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,804 | 162 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,404 | 117 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,458 | 86 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,634 | 96 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,028 | 95 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,721 | 78 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,046 | 8 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,364 | 8 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||