WhitTier Trust Company’s Braze BRZE Stock Holding History

WhitTier Trust Company’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
2025 Q2	–	Sell	-61	Closed	-$2.2K	–	1450
2025 Q1	$2.2K	Buy	61 +11	+22%	+$443	﹤0.01%	1276
2024 Q4	$2.09K	Hold	50	–	–	﹤0.01%	1234
2024 Q3	$1.62K	Hold	50	–	–	﹤0.01%	1239
2024 Q2	$1.94K	Hold	50	–	–	﹤0.01%	1174
2024 Q1	$2.21K	Buy	+50	New	+$2.7K	﹤0.01%	1127

Other funds holding BRZE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WhitTier Trust Company's BRZE Position: Q2 2025 in Review

WhitTier Trust Company sold out of Braze (BRZE) in Q2 2025, closing a stake of 61 shares — an estimated $2.2K sold.

WhitTier Trust Company first reported a position in BRZE in Q1 2024 and held it in 5 quarters. The position peaked at $2.21K in Q1 2024. 220 funds tracked by Wall St. Rank hold BRZE as of Q2 2025.

WhitTier Trust Company reported no remaining Braze position as of Q2 2025 after selling out during the quarter.
WhitTier Trust Company sold 61 Braze shares in Q2 2025, an estimated $2.2K.
WhitTier Trust Company first reported a position in Braze in Q1 2024 and held it in 5 quarters.
WhitTier Trust Company's Braze position peaked at $2.21K in Q1 2024.
220 funds tracked by Wall St. Rank held Braze as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.