Rise Advisors’s Braze BRZE Stock Holding History

Rise 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
2025 Q4	–	Sell	-198	Closed	-$5.63K	–	293
2025 Q3	$5.63K	Hold	198	–	–	﹤0.01%	1137
2025 Q2	$5.56K	Hold	198	–	–	﹤0.01%	1150
2025 Q1	$7.14K	Buy	+198	New	+$7.97K	﹤0.01%	1136

Other funds holding BRZE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's BRZE Position: Q4 2025 in Review

Rise Advisors sold out of Braze (BRZE) in Q4 2025, closing a stake of 198 shares — an estimated $5.63K sold.

Rise Advisors first reported a position in BRZE in Q1 2025 and held it in 3 quarters. The position peaked at $7.14K in Q1 2025. 259 funds tracked by Wall St. Rank hold BRZE as of Q4 2025.

Rise Advisors reported no remaining Braze position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 198 Braze shares in Q4 2025, an estimated $5.63K.
Rise Advisors first reported a position in Braze in Q1 2025 and held it in 3 quarters.
Rise Advisors's Braze position peaked at $7.14K in Q1 2025.
259 funds tracked by Wall St. Rank held Braze as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.