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Dana Investment Advisors’s Braze BRZE Stock Holding History

Dana Investment 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 		$2.38M Buy
109,586
+40,859
+59% +$910K 0.06% 304
2026
Q1 		$1.62M Buy
68,727
+10,997
+19% +$238K 0.05% 341
2025
Q4 		$1.98M Buy
+57,730
New +$1.71M 0.06% 299

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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

Dana Investment Advisors's BRZE Position: Q2 2026 in Review

Dana Investment Advisors increased its Braze (BRZE) stake by 59% in Q2 2026, buying an estimated $910K and bringing the position to 109,586 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #304.

Dana Investment Advisors first reported a position in BRZE in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Dana Investment Advisors held 109,586 shares of Braze worth $2.38M as of Q2 2026.
  • Dana Investment Advisors bought 40,859 Braze shares in Q2 2026, an estimated $910K.
  • Braze made up 0.06% of Dana Investment Advisors's portfolio in Q2 2026, its #304 holding.
  • Dana Investment Advisors first reported a position in Braze in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.