Position in SEZL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$233,416
New position
Shares Held
1,360
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 323 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 11%
Shared 0%
None 89%
Position in Credit Services
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names. SEZL ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in SEZL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,416 | 1,360 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||