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Summit Securities Group’s Braze BRZE Stock Holding History

Summit Securities Group’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 		– Sell
-357
Closed -$12.2K – 1071
2025
Q4 		$12.2K Buy
+357
New +$10.6K ﹤0.01% 867
2025
Q2 		– Sell
-214
Closed -$7.72K – 1108
2025
Q1 		$7.72K Buy
+214
New +$8.61K ﹤0.01% 576
2024
Q3 		– Sell
-1
Closed – – 601
2024
Q2 		$0 Buy
+1
New +$40 ﹤0.01% 591

Other funds holding BRZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $23.8B AUM 49.45% 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

Summit Securities Group's BRZE Position: Q1 2026 in Review

Summit Securities Group sold out of Braze (BRZE) in Q1 2026, closing a stake of 357 shares — an estimated $12.2K sold.

Summit Securities Group first reported a position in BRZE in Q2 2024 and held it in 3 quarters. The position peaked at $12.2K in Q4 2025. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Summit Securities Group reported no remaining Braze position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 357 Braze shares in Q1 2026, an estimated $12.2K.
  • Summit Securities Group first reported a position in Braze in Q2 2024 and held it in 3 quarters.
  • Summit Securities Group's Braze position peaked at $12.2K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.