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 Q3	–	Sell	-26	Closed	–	–	1437
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 Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Sapphire Ventures Austin, Texas $69.5M AUM 0.04% 1-Year Est. Return

Avion Wealth's BRZE Position: Q3 2026 in Review

Avion Wealth sold out of Braze (BRZE) in Q3 2026, closing a stake of 26 shares.

Avion Wealth first reported a position in BRZE in Q1 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 208 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

Avion Wealth reported no remaining Braze position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 26 Braze shares in Q3 2026.
Avion Wealth first reported a position in Braze in Q1 2024 and held it in 3 quarters.
Avion Wealth's Braze position peaked at $1K in Q1 2024.
208 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.