LPL Financial
BRZE icon

LPL Financial’s Braze BRZE Stock Holding History

LPL 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
Q1 		$554K Sell
23,476
-1,223
-5% -$26.5K ﹤0.01% 4670
2025
Q4 		$847K Buy
24,699
+12,808
+108% +$379K ﹤0.01% 4240
2025
Q3 		$338K Buy
11,891
+2,107
+22% +$59.7K ﹤0.01% 4958
2025
Q2 		$275K Buy
9,784
+3,707
+61% +$117K ﹤0.01% 4835
2025
Q1 		$219K Buy
+6,077
New +$245K ﹤0.01% 4799
2024
Q2 		– Sell
-5,588
Closed -$248K – 5032
2024
Q1 		$248K Buy
+5,588
New +$302K ﹤0.01% 4351

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

LPL Financial's BRZE Position: Q1 2026 in Review

LPL Financial reduced its Braze (BRZE) stake by 5% in Q1 2026, selling an estimated $26.5K and leaving 23,476 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #4670.

LPL Financial first reported a position in BRZE in Q1 2024 and has held it in 6 quarters since. The position peaked at $847K in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • LPL Financial held 23,476 shares of Braze worth $554K as of Q1 2026.
  • LPL Financial sold 1,223 Braze shares in Q1 2026, an estimated $26.5K.
  • Braze made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4670 holding.
  • LPL Financial first reported a position in Braze in Q1 2024 and has held it in 6 quarters since.
  • LPL Financial's Braze position peaked at $847K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.