CAPTRUST Financial Advisors
BRZE icon

CAPTRUST Financial Advisors’s Braze BRZE Stock Holding History

CAPTRUST Financial Advisors’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 		$569K Buy
26,223
+2,490
+10% +$55.4K ﹤0.01% 2083
2026
Q1 		$560K Buy
23,733
+7,439
+46% +$161K ﹤0.01% 1957
2025
Q4 		$559K Buy
16,294
+3,428
+27% +$102K ﹤0.01% 1831
2025
Q3 		$366K Buy
12,866
+1,161
+10% +$32.9K ﹤0.01% 2029
2025
Q2 		$329K Buy
11,705
+4,336
+59% +$137K ﹤0.01% 1999
2025
Q1 		$266K Buy
7,369
+930
+14% +$37.4K ﹤0.01% 2010
2024
Q4 		$270K Buy
+6,439
New +$234K ﹤0.01% 1977

Other funds holding BRZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.35B AUM 37.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CAPTRUST Financial Advisors's BRZE Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Braze (BRZE) stake by 10% in Q2 2026, buying an estimated $55.4K and bringing the position to 26,223 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

CAPTRUST Financial Advisors first reported a position in BRZE in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • CAPTRUST Financial Advisors held 26,223 shares of Braze worth $569K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,490 Braze shares in Q2 2026, an estimated $55.4K.
  • Braze made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2083 holding.
  • CAPTRUST Financial Advisors first reported a position in Braze in Q4 2024 and has held it in 7 quarters since.
  • 234 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.