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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
Q2 		$51.8K Buy
2,390
+280
+13% +$6.23K ﹤0.01% 2448
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Allworth Financial's BRZE Position: Q2 2026 in Review

Allworth Financial increased its Braze (BRZE) stake by 13% in Q2 2026, buying an estimated $6.23K and bringing the position to 2,390 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Allworth Financial first reported a position in BRZE in Q3 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Allworth Financial held 2,390 shares of Braze worth $51.8K as of Q2 2026.
  • Allworth Financial bought 280 Braze shares in Q2 2026, an estimated $6.23K.
  • Braze made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2448 holding.
  • Allworth Financial first reported a position in Braze in Q3 2023 and has held it in 11 quarters since.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.