Position in SEZL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$252,124
-$90,602 QoQ
Shares Held
1,469
-23.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#212
of 323 holders
Holding Since
Jun 2025
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $27,685,366 across 11 Credit Services names. SEZL ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
53,885 | $18,487,404 | |
| 2 | MA |
Mastercard Inc
|
6,951 | $3,570,033 | |
| 3 | AXP |
American Express Co
|
4,978 | $1,683,808 | |
| 4 | COF |
Capital One Financial Corp
|
6,713 | $1,346,762 | |
| 5 | ENVA |
Enova International, Inc.
|
4,303 | $1,035,861 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
25,276 | $453,198 | |
| 7 | SYF |
Synchrony Financial
|
3,695 | $281,004 | |
| 8 | SEZL |
Sezzle Inc.
This page
|
1,469 | $252,124 |
All Filings in SEZL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,124 | 1,469 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $342,726 | 1,912 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||