Sincerus Advisory’s Braze BRZE Stock Holding History

Sincerus 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 Q2	$299K	Sell	13,766 -1,000	-7%	-$22.3K	0.2%	63
2026 Q1	$349K	Hold	14,766	–	–	0.26%	57
2025 Q4	$506K	Sell	14,766 -2,000	-12%	-$59.3K	0.41%	45
2025 Q3	$477K	Hold	16,766	–	–	0.41%	45
2025 Q2	$489K	Hold	16,766	–	–	0.46%	45
2025 Q1	$605K	Sell	16,766 -3,636	-18%	-$146K	0.64%	38
2024 Q4	$854K	Buy	+20,402	New	+$740K	0.92%	36

Other funds holding BRZE

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $224M AUM

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sincerus Advisory's BRZE Position: Q2 2026 in Review

Sincerus Advisory reduced its Braze (BRZE) stake by 6.8% in Q2 2026, selling an estimated $22.3K and leaving 13,766 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #63.

Sincerus Advisory first reported a position in BRZE in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q4 2024. 31 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

Sincerus Advisory held 13,766 shares of Braze worth $299K as of Q2 2026.
Sincerus Advisory sold 1,000 Braze shares in Q2 2026, an estimated $22.3K.
Braze made up 0.2% of Sincerus Advisory's portfolio in Q2 2026, its #63 holding.
Sincerus Advisory first reported a position in Braze in Q4 2024 and has held it in 7 quarters since.
Sincerus Advisory's Braze position peaked at $854K in Q4 2024.
31 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.