Jones Financial Companies
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Jones Financial Companies’s Braze BRZE Stock Holding History

Jones Financial Companies’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
Q1 		$357K Buy
15,543
+15,501
+36,907% +$335K ﹤0.01% 2194
2025
Q4 		$1.44K Buy
+42
New +$1.24K ﹤0.01% 3927
2025
Q3 		– Sell
-403
Closed -$10.8K – 4242
2025
Q2 		$10.8K Sell
403
-41
-9% -$1.3K ﹤0.01% 2847
2025
Q1 		$16.7K Hold
444
– – ﹤0.01% 2502
2024
Q4 		$18.6K Sell
444
-986
-69% -$35.8K ﹤0.01% 2287
2024
Q3 		$47.5K Buy
+1,430
New +$56.5K ﹤0.01% 1658

Other funds holding BRZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jones Financial Companies's BRZE Position: Q1 2026 in Review

Jones Financial Companies increased its Braze (BRZE) stake by 36,907% in Q1 2026, buying an estimated $335K and bringing the position to 15,543 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Jones Financial Companies first reported a position in BRZE in Q3 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Jones Financial Companies held 15,543 shares of Braze worth $357K as of Q1 2026.
  • Jones Financial Companies bought 15,501 Braze shares in Q1 2026, an estimated $335K.
  • Braze made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2194 holding.
  • Jones Financial Companies first reported a position in Braze in Q3 2024 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.