Stifel Financial’s Braze BRZE Stock Holding History

Stifel Financial’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	$400K	Buy	16,940 +5,085	+43%	+$110K	﹤0.01%	2991
2025 Q4	$407K	Buy	11,855 +2,398	+25%	+$71K	﹤0.01%	2975
2025 Q3	$269K	Buy	+9,457	New	+$268K	﹤0.01%	3181
2025 Q2	–	Sell	-19,406	Closed	-$700K	–	3479
2025 Q1	$700K	Buy	19,406 +5,376	+38%	+$216K	﹤0.01%	2458
2024 Q4	$588K	Sell	14,030 -2,195	-14%	-$79.6K	﹤0.01%	2581
2024 Q3	$525K	Sell	16,225 -1,013	-6%	-$40K	﹤0.01%	2652
2024 Q2	$670K	Buy	17,238 +24	+0.1%	+$958	﹤0.01%	2428
2024 Q1	$763K	Buy	17,214 +5,084	+42%	+$274K	﹤0.01%	2361
2023 Q4	$644K	Buy	+12,130	New	+$600K	﹤0.01%	2429
2022 Q1	–	Sell	-6,903	Closed	-$532K	–	3379
2021 Q4	$532K	Buy	+6,903	New	+$501K	﹤0.01%	2553

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

Stifel Financial's BRZE Position: Q1 2026 in Review

Stifel Financial increased its Braze (BRZE) stake by 43% in Q1 2026, buying an estimated $110K and bringing the position to 16,940 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Stifel Financial first reported a position in BRZE in Q4 2021 and has held it in 10 quarters since. The position peaked at $763K in Q1 2024. 256 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

Stifel Financial held 16,940 shares of Braze worth $400K as of Q1 2026.
Stifel Financial bought 5,085 Braze shares in Q1 2026, an estimated $110K.
Braze made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2991 holding.
Stifel Financial first reported a position in Braze in Q4 2021 and has held it in 10 quarters since.
Stifel Financial's Braze position peaked at $763K in Q1 2024.
256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.