Wealth Enhancement Advisory Services
BRZE icon

Wealth Enhancement Advisory Services’s Braze BRZE Stock Holding History

Wealth Enhancement Advisory Services’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 		$909K Buy
36,158
+4,270
+13% +$95.1K ﹤0.01% 2144
2026
Q1 		$755K Buy
31,888
+19,589
+159% +$424K ﹤0.01% 1999
2025
Q4 		$386K Buy
+12,299
New +$364K ﹤0.01% 2692

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
Handelsbanken Fonder
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
DT
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
SA
Sincerus Advisory New York $147M AUM 23.39% 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

Wealth Enhancement Advisory Services's BRZE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Braze (BRZE) stake by 13% in Q2 2026, buying an estimated $95.1K and bringing the position to 36,158 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Wealth Enhancement Advisory Services first reported a position in BRZE in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,158 shares of Braze worth $909K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,270 Braze shares in Q2 2026, an estimated $95.1K.
  • Braze made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2144 holding.
  • Wealth Enhancement Advisory Services first reported a position in Braze in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Braze as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.