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Larson Financial Group’s Braze BRZE Stock Holding History

Larson Financial Group’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 		$24.9K Sell
1,148
-100
-8% -$2.23K ﹤0.01% 1889
2026
Q1 		$29.5K Buy
1,248
+929
+291% +$20.1K ﹤0.01% 1639
2025
Q4 		$10.9K Buy
+319
New +$9.45K ﹤0.01% 2072
2025
Q3 		– Sell
-44
Closed -$1.24K – 3464
2025
Q2 		$1.24K Sell
44
-67
-60% -$2.12K ﹤0.01% 2571
2025
Q1 		$4K Sell
111
-19
-15% -$764 ﹤0.01% 1946
2024
Q4 		$5.44K Buy
+130
New +$4.72K ﹤0.01% 1645

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Larson Financial Group's BRZE Position: Q2 2026 in Review

Larson Financial Group reduced its Braze (BRZE) stake by 8% in Q2 2026, selling an estimated $2.23K and leaving 1,148 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Larson Financial Group first reported a position in BRZE in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.5K in Q1 2026. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Larson Financial Group held 1,148 shares of Braze worth $24.9K as of Q2 2026.
  • Larson Financial Group sold 100 Braze shares in Q2 2026, an estimated $2.23K.
  • Braze made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1889 holding.
  • Larson Financial Group first reported a position in Braze in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Braze position peaked at $29.5K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.