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
Q2 		$299K Sell
13,766
-9,710
-41% -$216K ﹤0.01% 5463
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

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

LPL Financial's BRZE Position: Q2 2026 in Review

LPL Financial reduced its Braze (BRZE) stake by 41% in Q2 2026, selling an estimated $216K and leaving 13,766 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #5463.

LPL Financial first reported a position in BRZE in Q1 2024 and has held it in 7 quarters since. The position peaked at $847K in Q4 2025. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • LPL Financial held 13,766 shares of Braze worth $299K as of Q2 2026.
  • LPL Financial sold 9,710 Braze shares in Q2 2026, an estimated $216K.
  • Braze made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5463 holding.
  • LPL Financial first reported a position in Braze in Q1 2024 and has held it in 7 quarters since.
  • LPL Financial's Braze position peaked at $847K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.