MFG
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Merit Financial Group’s Braze BRZE Stock Holding History

Merit 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 		$303K Buy
13,985
+1,501
+12% +$33.4K ﹤0.01% 1805
2026
Q1 		$295K Buy
+12,484
New +$270K ﹤0.01% 1660

Other funds holding BRZE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Merit Financial Group increased its Braze (BRZE) stake by 12% in Q2 2026, buying an estimated $33.4K and bringing the position to 13,985 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Merit Financial Group first reported a position in BRZE in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Merit Financial Group held 13,985 shares of Braze worth $303K as of Q2 2026.
  • Merit Financial Group bought 1,501 Braze shares in Q2 2026, an estimated $33.4K.
  • Braze made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1805 holding.
  • Merit Financial Group first reported a position in Braze in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.