IFP Advisors’s Blaize Holdings BZAI Stock Holding History

IFP Advisors’s Portfolio BZAI Stock Details BZAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$49	Sell	103 -1,509	-94%	-$1.18K	﹤0.01%	5068
2026 Q2	$2.22K	Buy	1,612 +401	+33%	+$705	﹤0.01%	4192
2026 Q1	$2.2K	Buy	1,211 +1,181	+3,937%	+$1.74K	﹤0.01%	3925
2025 Q4	$58	Buy	+30	New	+$97	﹤0.01%	4679

Other funds holding BZAI

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors's BZAI Position: Q3 2026 in Review

IFP Advisors reduced its Blaize Holdings (BZAI) stake by 94% in Q3 2026, selling an estimated $1.18K and leaving 103 shares worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #5068.

IFP Advisors first reported a position in BZAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.22K in Q2 2026. 4 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

IFP Advisors held 103 shares of Blaize Holdings worth $49 as of Q3 2026.
IFP Advisors sold 1,509 Blaize Holdings shares in Q3 2026, an estimated $1.18K.
Blaize Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5068 holding.
IFP Advisors first reported a position in Blaize Holdings in Q4 2025 and has held it in 4 quarters since.
IFP Advisors's Blaize Holdings position peaked at $2.22K in Q2 2026.
4 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.