JSF Financial’s Braze BRZE Stock Holding History

JSF Financial’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	$836K	Hold	38,558	–	–	0.13%	84
2026 Q1	$910K	Sell	38,558 -3,000	-7%	-$64.9K	0.18%	75
2025 Q4	$1.43M	Hold	41,558	–	–	0.3%	47
2025 Q3	$1.18M	Sell	41,558 -5,000	-11%	-$142K	0.26%	57
2025 Q2	$1.31M	Sell	46,558 -4,285	-8%	-$135K	0.31%	40
2025 Q1	$1.83M	Hold	50,843	–	–	0.48%	34
2024 Q4	$2.13M	Hold	50,843	–	–	0.57%	27
2024 Q3	$1.64M	Sell	50,843 -715	-1%	-$28.2K	0.48%	36
2024 Q2	$2M	Hold	51,558	–	–	0.61%	28
2024 Q1	$2.28M	Hold	51,558	–	–	0.72%	23
2023 Q4	$2.74M	Sell	51,558 -31,359	-38%	-$1.55M	0.95%	22
2023 Q3	$3.87M	Buy	82,917 +3,823	+5%	+$168K	1.5%	17
2023 Q2	$3.46M	Sell	79,094 -12,000	-13%	-$408K	1.23%	24
2023 Q1	$3.15M	Sell	91,094 -30,000	-25%	-$934K	1.18%	24
2022 Q4	$3.3M	Buy	121,094 +41,814	+53%	+$1.17M	1.23%	22
2022 Q3	$2.76M	Buy	79,280 +39,640	+100%	+$1.67M	1.05%	25
2022 Q2	$1.44M	Buy	+39,640	New	+$1.45M	0.65%	30

Other funds holding BRZE

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JSF Financial's BRZE Position: Q2 2026 in Review

JSF Financial held its Braze (BRZE) position steady in Q2 2026 at 38,558 shares worth $836K. The position accounts for 0.13% of the portfolio, ranked #84.

JSF Financial first reported a position in BRZE in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.87M in Q3 2023. 50 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

JSF Financial held 38,558 shares of Braze worth $836K as of Q2 2026.
JSF Financial left its Braze share count unchanged in Q2 2026.
Braze made up 0.13% of JSF Financial's portfolio in Q2 2026, its #84 holding.
JSF Financial first reported a position in Braze in Q2 2022 and has held it in 17 quarters since.
JSF Financial's Braze position peaked at $3.87M in Q3 2023.
50 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.