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Allworth Financial’s Braze BRZE Stock Holding History

Allworth 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 		$49.8K Buy
2,110
+1,526
+261% +$33K ﹤0.01% 2335
2025
Q4 		$20K Buy
584
+411
+238% +$12.2K ﹤0.01% 2833
2025
Q3 		$4.92K Buy
173
+163
+1,630% +$4.62K ﹤0.01% 3560
2025
Q2 		$281 Sell
10
-72
-88% -$2.28K ﹤0.01% 4264
2025
Q1 		$2.49K Buy
82
+77
+1,540% +$3.1K ﹤0.01% 3117
2024
Q4 		$223 Sell
5
-1
-17% -$36 ﹤0.01% 3763
2024
Q3 		$195 Buy
6
+2
+50% +$79 ﹤0.01% 3600
2024
Q2 		$161 Sell
4
-8
-67% -$319 ﹤0.01% 3571
2024
Q1 		$532 Buy
+12
New +$648 ﹤0.01% 3271
2023
Q4 		– Sell
-3
Closed -$141 – 3480
2023
Q3 		$141 Buy
+3
New +$132 ﹤0.01% 3275

Other funds holding BRZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial's BRZE Position: Q1 2026 in Review

Allworth Financial increased its Braze (BRZE) stake by 261% in Q1 2026, buying an estimated $33K and bringing the position to 2,110 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Allworth Financial first reported a position in BRZE in Q3 2023 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Allworth Financial held 2,110 shares of Braze worth $49.8K as of Q1 2026.
  • Allworth Financial bought 1,526 Braze shares in Q1 2026, an estimated $33K.
  • Braze made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2335 holding.
  • Allworth Financial first reported a position in Braze in Q3 2023 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.