Position in SEZL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,789
+$12,245 QoQ
Shares Held
92
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 323 holders
Holding Since
Dec 2025
3 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, 2026UMB Bank, n.a. holds $113,739,726 across 22 Credit Services names. SEZL ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
102,035 | $52,405,175 | |
| 2 | V |
Visa Inc.
|
140,088 | $48,062,791 | |
| 3 | AXP |
American Express Co
|
26,157 | $8,847,605 | |
| 4 | COF |
Capital One Financial Corp
|
12,990 | $2,606,053 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
32,587 | $584,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
8,601 | $371,390 | |
| 7 | SYF |
Synchrony Financial
|
3,399 | $258,493 | |
| 8 | ALLY |
Ally Financial Inc.
|
3,610 | $165,878 |
All Filings in SEZL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,789 | 92 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,544 | 56 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,919 | 46 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||