Advisornet Financial’s Braze BRZE Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-350	Closed	-$12K	–	2271
2025 Q4	$12K	Buy	+350	New	+$10.4K	﹤0.01%	1487
2024 Q3	–	Sell	-25	Closed	-$971	–	2202
2024 Q2	$971	Buy	+25	New	+$998	﹤0.01%	1819

Other funds holding BRZE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisornet Financial's BRZE Position: Q1 2026 in Review

Advisornet Financial sold out of Braze (BRZE) in Q1 2026, closing a stake of 350 shares — an estimated $12K sold.

Advisornet Financial first reported a position in BRZE in Q2 2024 and held it in 2 quarters. The position peaked at $12K in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Advisornet Financial reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
Advisornet Financial sold 350 Braze shares in Q1 2026, an estimated $12K.
Advisornet Financial first reported a position in Braze in Q2 2024 and held it in 2 quarters.
Advisornet Financial's Braze position peaked at $12K in Q4 2025.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.