Integrated Wealth Concepts’s Braze BRZE Stock Holding History

Integrated Wealth Concepts’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	$49.5K	Buy	+2,284	New	+$50.9K	﹤0.01%	3371

Other funds holding BRZE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Integrated Wealth Concepts's BRZE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Braze (BRZE) in Q2 2026: 2,284 shares worth $49.5K. The stake represents ﹤0.01% of the portfolio and ranks #3371 among its holdings.

245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

Integrated Wealth Concepts held 2,284 shares of Braze worth $49.5K as of Q2 2026.
Braze was a new Integrated Wealth Concepts position in Q2 2026.
Braze made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3371 holding.
245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.