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Avion Wealth’s Braze BRZE Stock Holding History

Avion Wealth’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 		$0 Hold
26
– – ﹤0.01% 1453
2026
Q1 		$0 Buy
+26
New +$562 ﹤0.01% 1265
2024
Q2 		– Sell
-10
Closed -$1K – 932
2024
Q1 		$1K Buy
+10
New +$540 ﹤0.01% 867

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

Avion Wealth's BRZE Position: Q2 2026 in Review

Avion Wealth held its Braze (BRZE) position steady in Q2 2026 at 26 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Avion Wealth first reported a position in BRZE in Q1 2024 and has held it in 3 quarters since. The position peaked at $1K in Q1 2024. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Avion Wealth held 26 shares of Braze worth $0 as of Q2 2026.
  • Avion Wealth left its Braze share count unchanged in Q2 2026.
  • Braze made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1453 holding.
  • Avion Wealth first reported a position in Braze in Q1 2024 and has held it in 3 quarters since.
  • Avion Wealth's Braze position peaked at $1K in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.