BFG
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Bleakley Financial Group’s Braze BRZE Stock Holding History

Bleakley Financial Group’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 		$466K Sell
21,499
-896
-4% -$19.9K 0.01% 807
2026
Q1 		$529K Buy
+22,395
New +$484K 0.01% 621

Other funds holding BRZE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bleakley Financial Group's BRZE Position: Q2 2026 in Review

Bleakley Financial Group reduced its Braze (BRZE) stake by 4% in Q2 2026, selling an estimated $19.9K and leaving 21,499 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #807.

Bleakley Financial Group first reported a position in BRZE in Q1 2026 and has held it in 2 quarters since. The position peaked at $529K in Q1 2026. 71 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Bleakley Financial Group held 21,499 shares of Braze worth $466K as of Q2 2026.
  • Bleakley Financial Group sold 896 Braze shares in Q2 2026, an estimated $19.9K.
  • Braze made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #807 holding.
  • Bleakley Financial Group first reported a position in Braze in Q1 2026 and has held it in 2 quarters since.
  • Bleakley Financial Group's Braze position peaked at $529K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.