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Physician Wealth Advisors’s Braze BRZE Stock Holding History

Physician Wealth 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
Q2 		$2.37K Buy
109
+68
+166% +$1.51K ﹤0.01% 1429
2026
Q1 		$969 Buy
+41
New +$887 ﹤0.01% 1710

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Physician Wealth Advisors's BRZE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Braze (BRZE) stake by 166% in Q2 2026, buying an estimated $1.51K and bringing the position to 109 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Physician Wealth Advisors first reported a position in BRZE in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Physician Wealth Advisors held 109 shares of Braze worth $2.37K as of Q2 2026.
  • Physician Wealth Advisors bought 68 Braze shares in Q2 2026, an estimated $1.51K.
  • Braze made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1429 holding.
  • Physician Wealth Advisors first reported a position in Braze in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.