Position in SEZL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,391
+$5,723 QoQ
Shares Held
113
-47.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 323 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. SEZL ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,203 | $261,201 |
All Filings in SEZL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,391 | 113 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,668 | 216 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,347 | 37 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,293 | 54 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,349 | 41 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $418 | 12 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||