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Essential Partners’s Braze BRZE Stock Holding History

Essential 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
Q3 		$20.6K Sell
819
-185
-18% -$4.96K 0.01% 899
2026
Q2 		$21.8K Sell
1,004
-1,170
-54% -$26.1K 0.01% 872
2026
Q1 		$51.3K Buy
2,174
+1,138
+110% +$24.6K 0.02% 597
2025
Q4 		$35.5K Buy
1,036
+555
+115% +$16.4K 0.01% 707
2025
Q3 		$13.7K Buy
481
+302
+169% +$8.56K ﹤0.01% 1042
2025
Q2 		$5.03K Buy
+179
New +$5.66K ﹤0.01% 1052

Other funds holding BRZE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's BRZE Position: Q3 2026 in Review

Essential Partners reduced its Braze (BRZE) stake by 18% in Q3 2026, selling an estimated $4.96K and leaving 819 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #899.

Essential Partners first reported a position in BRZE in Q2 2025 and has held it in 6 quarters since. The position peaked at $51.3K in Q1 2026. 15 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

  • Essential Partners held 819 shares of Braze worth $20.6K as of Q3 2026.
  • Essential Partners sold 185 Braze shares in Q3 2026, an estimated $4.96K.
  • Braze made up 0.01% of Essential Partners's portfolio in Q3 2026, its #899 holding.
  • Essential Partners first reported a position in Braze in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Braze position peaked at $51.3K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.