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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
Q1 		$472 Buy
+20
New +$433 ﹤0.01% 2628

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

Pinnacle Wealth Planning Services's BRZE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Braze (BRZE) in Q1 2026: 20 shares worth $472. The stake represents ﹤0.01% of the portfolio and ranks #2628 among its holdings.

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

  • Pinnacle Wealth Planning Services held 20 shares of Braze worth $472 as of Q1 2026.
  • Braze was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • Braze made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2628 holding.
  • 256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.