Position in SEZL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$436,283
+$25,980 QoQ
Shares Held
2,542
+11.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 321 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 77%
Shared 17%
None 6%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. SEZL ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in SEZL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,283 | 2,542 | Shares | Other | 2026-08-14 | |
| 2025-06-30 | $410,303 | 2,289 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||