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Root Financial Partners’s Braze BRZE Stock Holding History

Root Financial Partners’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 		– Sell
-732
Closed -$17.3K – 805
2026
Q1 		$17.3K Buy
+732
New +$15.8K ﹤0.01% 1406

Other funds holding BRZE

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PCM
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HIM
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Root Financial Partners's BRZE Position: Q2 2026 in Review

Root Financial Partners sold out of Braze (BRZE) in Q2 2026, closing a stake of 732 shares — an estimated $17.3K sold.

Root Financial Partners first reported a position in BRZE in Q1 2026 and held it in 1 quarter. The position peaked at $17.3K in Q1 2026. 50 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Root Financial Partners reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 732 Braze shares in Q2 2026, an estimated $17.3K.
  • Root Financial Partners first reported a position in Braze in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Braze position peaked at $17.3K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.