AW
BRZE icon

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
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

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

Avion Wealth's BRZE Position: Q1 2026 in Review

Avion Wealth opened a new position in Braze (BRZE) in Q1 2026: 26 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Avion Wealth previously reported a position in BRZE as recently as Q1 2024.

Avion Wealth first reported a position in BRZE in Q1 2024 and has held it in 2 quarters since. The position peaked at $1K in Q1 2024. 256 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Avion Wealth held 26 shares of Braze worth $0 as of Q1 2026.
  • Braze was a new Avion Wealth position in Q1 2026.
  • Braze made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1265 holding.
  • Avion Wealth first reported a position in Braze in Q1 2024 and has held it in 2 quarters since.
  • Avion Wealth's Braze position peaked at $1K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.