Blue Trust Inc’s Braze BRZE Stock Holding History

Blue Trust Inc’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	–	Sell	-15	Closed	-$514	–	2529
2025 Q4	$514	Buy	+15	New	+$444	﹤0.01%	2388
2024 Q1	–	Sell	-5	Closed	–	–	2242
2023 Q4	$0	Buy	+5	New	+$247	﹤0.01%	2498

Other funds holding BRZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $240B AUM 35.51% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Trust Inc's BRZE Position: Q1 2026 in Review

Blue Trust Inc sold out of Braze (BRZE) in Q1 2026, closing a stake of 15 shares — an estimated $514 sold.

Blue Trust Inc first reported a position in BRZE in Q4 2023 and held it in 2 quarters. The position peaked at $514 in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Blue Trust Inc reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 15 Braze shares in Q1 2026, an estimated $514.
Blue Trust Inc first reported a position in Braze in Q4 2023 and held it in 2 quarters.
Blue Trust Inc's Braze position peaked at $514 in Q4 2025.
257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.