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Curated Wealth Partners’s Braze BRZE Stock Holding History

Curated Wealth Partners’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 		$62.6K Buy
+62,614
New +$1.39M 0.01% 670

Other funds holding BRZE

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
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
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Curated Wealth Partners's BRZE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Braze (BRZE) in Q2 2026: 62,614 shares worth $62.6K. The stake represents 0.01% of the portfolio and ranks #670 among its holdings.

45 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Curated Wealth Partners held 62,614 shares of Braze worth $62.6K as of Q2 2026.
  • Braze was a new Curated Wealth Partners position in Q2 2026.
  • Braze made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #670 holding.
  • 45 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.