Position in SEZL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,490,091
+$1,115,921 QoQ
Shares Held
8,682
+46.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 320 holders
Holding Since
Mar 2026
2 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, 2026Steward Partners Investment Advisory, LLC holds $222,082,417 across 28 Credit Services names. SEZL ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
370,512 | $127,118,962 | |
| 2 | MA |
Mastercard Inc
|
69,917 | $35,909,371 | |
| 3 | AXP |
American Express Co
|
101,626 | $34,374,994 | |
| 4 | COF |
Capital One Financial Corp
|
34,290 | $6,879,259 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
107,330 | $4,634,509 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
211,356 | $3,789,613 | |
| 7 | ECPG |
Encore Capital Group Inc
|
18,051 | $1,683,977 | |
| 8 | SEZL |
Sezzle Inc.
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|
8,682 | $1,490,091 |
All Filings in SEZL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,091 | 8,682 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $374,170 | 5,912 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||