JWS
BRZE icon

Juncture Wealth Strategies’s Braze BRZE Stock Holding History

Juncture Wealth Strategies’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 		$210K Buy
+8,384
New +$225K 0.05% 179

Other funds holding BRZE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Juncture Wealth Strategies's BRZE Position: Q3 2026 in Review

Juncture Wealth Strategies opened a new position in Braze (BRZE) in Q3 2026: 8,384 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings.

13 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

  • Juncture Wealth Strategies held 8,384 shares of Braze worth $210K as of Q3 2026.
  • Braze was a new Juncture Wealth Strategies position in Q3 2026.
  • Braze made up 0.05% of Juncture Wealth Strategies's portfolio in Q3 2026, its #179 holding.
  • 13 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.