EverSource Wealth Advisors’s Braze BRZE Stock Holding History

EverSource Wealth 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	$49.2K	Sell	2,267 -88	-4%	-$1.96K	﹤0.01%	1788
2026 Q1	$55.6K	Buy	2,355 +1,531	+186%	+$33.1K	﹤0.01%	1811
2025 Q4	$28.3K	Buy	824 +372	+82%	+$11K	﹤0.01%	2152
2025 Q3	$12.9K	Buy	452 +35	+8%	+$992	﹤0.01%	2678
2025 Q2	$11.7K	Buy	417 +242	+138%	+$7.65K	﹤0.01%	2702
2025 Q1	$6.31K	Sell	175 -764	-81%	-$30.7K	﹤0.01%	2384
2024 Q4	$39.3K	Buy	939 +928	+8,436%	+$33.7K	﹤0.01%	1293
2024 Q3	$356	Buy	+11	New	+$434	﹤0.01%	2916

Other funds holding BRZE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

EverSource Wealth Advisors's BRZE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Braze (BRZE) stake by 3.7% in Q2 2026, selling an estimated $1.96K and leaving 2,267 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

EverSource Wealth Advisors first reported a position in BRZE in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.6K in Q1 2026. 61 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

EverSource Wealth Advisors held 2,267 shares of Braze worth $49.2K as of Q2 2026.
EverSource Wealth Advisors sold 88 Braze shares in Q2 2026, an estimated $1.96K.
Braze made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1788 holding.
EverSource Wealth Advisors first reported a position in Braze in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Braze position peaked at $55.6K in Q1 2026.
61 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.