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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Larson Financial Group's BRZE Position: Q1 2026 in Review

Larson Financial Group increased its Braze (BRZE) stake by 291% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,248 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Larson Financial Group first reported a position in BRZE in Q4 2024 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Larson Financial Group held 1,248 shares of Braze worth $29.5K as of Q1 2026.
  • Larson Financial Group bought 929 Braze shares in Q1 2026, an estimated $20.1K.
  • Braze made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1639 holding.
  • Larson Financial Group first reported a position in Braze in Q4 2024 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

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