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Pinnacle Wealth Planning Services’s Braze BRZE Stock Holding History

Pinnacle Wealth Planning Services’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 		$434 Hold
20
– – ﹤0.01% 2663
2026
Q1 		$472 Buy
+20
New +$433 ﹤0.01% 2628

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

Pinnacle Wealth Planning Services's BRZE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Braze (BRZE) position steady in Q2 2026 at 20 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Pinnacle Wealth Planning Services first reported a position in BRZE in Q1 2026 and has held it in 2 quarters since. The position peaked at $472 in Q1 2026. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 20 shares of Braze worth $434 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Braze share count unchanged in Q2 2026.
  • Braze made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2663 holding.
  • Pinnacle Wealth Planning Services first reported a position in Braze in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Braze position peaked at $472 in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.