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Mather Group’s Braze BRZE Stock Holding History

Mather 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 		– Sell
-48
Closed -$1.13K – 1916
2026
Q1 		$1.13K Buy
+48
New +$1.04K ﹤0.01% 1761
2025
Q2 		– Sell
-67
Closed -$2.42K – 757
2025
Q1 		$2.42K Sell
67
-14
-17% -$563 ﹤0.01% 1543
2024
Q4 		$3.39K Buy
81
+29
+56% +$1.05K ﹤0.01% 1442
2024
Q3 		$1.68K Buy
+52
New +$2.05K ﹤0.01% 1506

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

Mather Group's BRZE Position: Q2 2026 in Review

Mather Group sold out of Braze (BRZE) in Q2 2026, closing a stake of 48 shares — an estimated $1.13K sold.

Mather Group first reported a position in BRZE in Q3 2024 and held it in 4 quarters. The position peaked at $3.39K in Q4 2024. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Mather Group reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 48 Braze shares in Q2 2026, an estimated $1.13K.
  • Mather Group first reported a position in Braze in Q3 2024 and held it in 4 quarters.
  • Mather Group's Braze position peaked at $3.39K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.