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 Q3	$667K	Sell	26,558 -12,000	-31%	-$322K	0.1%	88
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sapphire Ventures Austin, Texas $69.5M AUM 0.04% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JSF Financial's BRZE Position: Q3 2026 in Review

JSF Financial reduced its Braze (BRZE) stake by 31% in Q3 2026, selling an estimated $322K and leaving 26,558 shares worth $667K. The position accounts for 0.1% of the portfolio, ranked #88.

JSF Financial first reported a position in BRZE in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.87M in Q3 2023. 135 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

JSF Financial held 26,558 shares of Braze worth $667K as of Q3 2026.
JSF Financial sold 12,000 Braze shares in Q3 2026, an estimated $322K.
Braze made up 0.1% of JSF Financial's portfolio in Q3 2026, its #88 holding.
JSF Financial first reported a position in Braze in Q2 2022 and has held it in 18 quarters since.
JSF Financial's Braze position peaked at $3.87M in Q3 2023.
135 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on JSF Financial's 13F filing for Q3 2026, filed 22 Oct 2026.