SPL
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Superior Planning, LLC’s Braze BRZE Stock Holding History

Superior Planning, LLC’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.81K Buy
+72
New +$1.93K ﹤0.01% 1596

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sapphire Ventures
Sapphire Ventures Austin, Texas $69.5M AUM 0.04% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's BRZE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Braze (BRZE) in Q3 2026: 72 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings.

165 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

  • Superior Planning, LLC held 72 shares of Braze worth $1.81K as of Q3 2026.
  • Braze was a new Superior Planning, LLC position in Q3 2026.
  • Braze made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1596 holding.
  • 165 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.