EW
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Evoke Wealth’s Braze BRZE Stock Holding History

Evoke Wealth’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 		– Sell
-11,180
Closed -$264K – 89
2026
Q1 		$264K Buy
11,180
+1,512
+16% +$32.7K ﹤0.01% 579
2025
Q4 		$332K Buy
9,668
+289
+3% +$8.56K 0.01% 496
2025
Q3 		$267K Buy
9,379
+165
+2% +$4.68K 0.01% 534
2025
Q2 		$259K Buy
9,214
+7
+0.1% +$221 0.01% 495
2025
Q1 		$332K Buy
9,207
+163
+2% +$6.56K 0.01% 330
2024
Q4 		$379K Sell
9,044
-4
-0% -$145 0.01% 307
2024
Q3 		$293K Buy
9,048
+3,509
+63% +$139K 0.01% 342
2024
Q2 		$215K Buy
+5,539
New +$221K 0.25% 78
2023
Q1 		– Sell
-197,475
Closed -$5.39M – 356
2022
Q4 		$5.39M Hold
197,475
– – 0.19% 59
2022
Q3 		$6.88M Hold
197,475
– – 0.28% 42
2022
Q2 		$7.16M Buy
+197,475
New +$7.22M 0.26% 48

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

Evoke Wealth's BRZE Position: Q2 2026 in Review

Evoke Wealth sold out of Braze (BRZE) in Q2 2026, closing a stake of 11,180 shares — an estimated $264K sold.

Evoke Wealth first reported a position in BRZE in Q2 2022 and held it in 11 quarters. The position peaked at $7.16M in Q2 2022. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Evoke Wealth reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 11,180 Braze shares in Q2 2026, an estimated $264K.
  • Evoke Wealth first reported a position in Braze in Q2 2022 and held it in 11 quarters.
  • Evoke Wealth's Braze position peaked at $7.16M in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.