RFG Advisory’s Braze BRZE Stock Holding History

RFG Advisory’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	–	Sell	-43,006	Closed	-$1.47M	–	1047
2025 Q4	$1.47M	Buy	+43,006	New	+$1.27M	0.03%	421

Other funds holding BRZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $240B AUM 35.51% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RFG Advisory's BRZE Position: Q1 2026 in Review

RFG Advisory sold out of Braze (BRZE) in Q1 2026, closing a stake of 43,006 shares — an estimated $1.47M sold.

RFG Advisory first reported a position in BRZE in Q4 2025 and held it in 1 quarter. The position peaked at $1.47M in Q4 2025. 256 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

RFG Advisory reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
RFG Advisory sold 43,006 Braze shares in Q1 2026, an estimated $1.47M.
RFG Advisory first reported a position in Braze in Q4 2025 and held it in 1 quarter.
RFG Advisory's Braze position peaked at $1.47M in Q4 2025.
256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.