Position in SEZL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,560,459
+$1,273,301 QoQ
Shares Held
9,092
+467.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#99
of 323 holders
Holding Since
Jun 2025
2 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, 2026Fortis Capital Advisors, LLC holds $8,748,385 across 8 Credit Services names. SEZL ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,125 | $2,071,781 | |
| 2 | V |
Visa Inc.
|
5,552 | $1,904,835 | |
| 3 | SEZL |
Sezzle Inc.
This page
|
9,092 | $1,560,459 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
61,051 | $1,094,644 | |
| 5 | MA |
Mastercard Inc
|
2,089 | $1,072,910 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 | |
| 7 | COF |
Capital One Financial Corp
|
1,624 | $325,806 | |
| 8 | ALLY |
Ally Financial Inc.
|
7,025 | $322,798 |
All Filings in SEZL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,459 | 9,092 | Shares | Sole | 2026-07-31 | |
| 2025-06-30 | $287,158 | 1,602 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||