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Mount Yale Investment Advisors’s Braze BRZE Stock Holding History

Mount Yale Investment Advisors’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 		$286K Buy
+12,134
New +$262K 0.01% 911

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

Mount Yale Investment Advisors's BRZE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Braze (BRZE) in Q1 2026: 12,134 shares worth $286K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings.

257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Mount Yale Investment Advisors held 12,134 shares of Braze worth $286K as of Q1 2026.
  • Braze was a new Mount Yale Investment Advisors position in Q1 2026.
  • Braze made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #911 holding.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.