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Steward Partners Investment Advisory’s Braze BRZE Stock Holding History

Steward Partners Investment 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 		$9.44K Buy
+400
New +$8.65K ﹤0.01% 3587
2025
Q2 		– Sell
-100
Closed -$3.61K – 4139
2025
Q1 		$3.61K Buy
+100
New +$4.02K ﹤0.01% 3478

Other funds holding BRZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $30.6B AUM 61.81% 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

Steward Partners Investment Advisory's BRZE Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Braze (BRZE) in Q1 2026: 400 shares worth $9.44K. The stake represents ﹤0.01% of the portfolio and ranks #3587 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in BRZE as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in BRZE in Q1 2025 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Steward Partners Investment Advisory held 400 shares of Braze worth $9.44K as of Q1 2026.
  • Braze was a new Steward Partners Investment Advisory position in Q1 2026.
  • Braze made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3587 holding.
  • Steward Partners Investment Advisory first reported a position in Braze in Q1 2025 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.