AWM
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Activest Wealth Management’s Braze BRZE Stock Holding History

Activest Wealth Management’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
Q2 		$3.47K Sell
160
-46
-22% -$1.02K ﹤0.01% 770
2026
Q1 		$4.86K Hold
206
– – ﹤0.01% 820
2025
Q4 		$7.06K Sell
206
-166
-45% -$4.92K ﹤0.01% 723
2025
Q3 		$10.6K Buy
372
+172
+86% +$4.88K ﹤0.01% 495
2025
Q2 		$5.62K Buy
+200
New +$6.32K ﹤0.01% 531

Other funds holding BRZE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Activest Wealth Management's BRZE Position: Q2 2026 in Review

Activest Wealth Management reduced its Braze (BRZE) stake by 22% in Q2 2026, selling an estimated $1.02K and leaving 160 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Activest Wealth Management first reported a position in BRZE in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q3 2025. 51 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Activest Wealth Management held 160 shares of Braze worth $3.47K as of Q2 2026.
  • Activest Wealth Management sold 46 Braze shares in Q2 2026, an estimated $1.02K.
  • Braze made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Activest Wealth Management first reported a position in Braze in Q2 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Braze position peaked at $10.6K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.