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Harbor Investment Advisory’s Braze BRZE Stock Holding History

Harbor Investment Advisory’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 		$61.8K Buy
2,464
+814
+49% +$21.8K ﹤0.01% 713
2026
Q2 		$35.8K Buy
+1,650
New +$36.7K ﹤0.01% 813

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Harbor Investment Advisory's BRZE Position: Q3 2026 in Review

Harbor Investment Advisory increased its Braze (BRZE) stake by 49% in Q3 2026, buying an estimated $21.8K and bringing the position to 2,464 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Harbor Investment Advisory first reported a position in BRZE in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

  • Harbor Investment Advisory held 2,464 shares of Braze worth $61.8K as of Q3 2026.
  • Harbor Investment Advisory bought 814 Braze shares in Q3 2026, an estimated $21.8K.
  • Braze made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #713 holding.
  • Harbor Investment Advisory first reported a position in Braze in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.