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Diversified Trust’s Braze BRZE Stock Holding History

Diversified Trust’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 		$455K Sell
20,995
-17,236
-45% -$384K 0.01% 787
2026
Q1 		$903K Buy
38,231
+1,874
+5% +$40.5K 0.02% 489
2025
Q4 		$1.25M Buy
36,357
+6,005
+20% +$178K 0.02% 374
2025
Q3 		$863K Buy
30,352
+3,635
+14% +$103K 0.02% 456
2025
Q2 		$751K Sell
26,717
-149
-0.6% -$4.71K 0.02% 462
2025
Q1 		$969K Buy
26,866
+49
+0.2% +$1.97K 0.02% 369
2024
Q4 		$1.12M Buy
26,817
+120
+0.4% +$4.35K 0.03% 343
2024
Q3 		$863K Buy
26,697
+1,050
+4% +$41.5K 0.02% 422
2024
Q2 		$996K Buy
25,647
+4,919
+24% +$196K 0.03% 329
2024
Q1 		$918K Buy
20,728
+4,551
+28% +$246K 0.03% 339
2023
Q4 		$859K Buy
16,177
+3,946
+32% +$195K 0.03% 331
2023
Q3 		$572K Buy
+12,231
New +$538K 0.02% 419

Other funds holding BRZE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Diversified Trust's BRZE Position: Q2 2026 in Review

Diversified Trust reduced its Braze (BRZE) stake by 45% in Q2 2026, selling an estimated $384K and leaving 20,995 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #787.

Diversified Trust first reported a position in BRZE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2025. 51 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Diversified Trust held 20,995 shares of Braze worth $455K as of Q2 2026.
  • Diversified Trust sold 17,236 Braze shares in Q2 2026, an estimated $384K.
  • Braze made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #787 holding.
  • Diversified Trust first reported a position in Braze in Q3 2023 and has held it in 12 quarters since.
  • Diversified Trust's Braze position peaked at $1.25M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.