Twin Peaks Wealth Advisors’s Braze BRZE Stock Holding History

Twin Peaks Wealth Advisors’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	-40	Closed	-$944	–	506
2026 Q1	$944	Buy	+40	New	+$865	﹤0.01%	1912

Other funds holding BRZE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Twin Peaks Wealth Advisors's BRZE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Braze (BRZE) in Q2 2026, closing a stake of 40 shares — an estimated $944 sold.

Twin Peaks Wealth Advisors first reported a position in BRZE in Q1 2026 and held it in 1 quarter. The position peaked at $944 in Q1 2026. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Braze position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 40 Braze shares in Q2 2026, an estimated $944.
Twin Peaks Wealth Advisors first reported a position in Braze in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Braze position peaked at $944 in Q1 2026.
245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.