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Capital Advisors Ltd’s Braze BRZE Stock Holding History

Capital Advisors Ltd’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 		– Sell
-14
Closed – – 1377
2026
Q1 		$0 Buy
+14
New +$303 ﹤0.01% 1375

Other funds holding BRZE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM

Capital Advisors Ltd's BRZE Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Braze (BRZE) in Q2 2026, closing a stake of 14 shares.

Capital Advisors Ltd first reported a position in BRZE in Q1 2026 and held it in 1 quarter. The position peaked at $0 in Q1 2026. 30 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 14 Braze shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Braze in Q1 2026 and held it in 1 quarter.
  • Capital Advisors Ltd's Braze position peaked at $0 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.