Action Point Financial Planning’s Dutch Bros BROS Stock Holding History

Action Point Financial Planning’s Portfolio BROS Stock Details BROS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9K	Buy	+375	New	+$21.5K	﹤0.01%	1031

Other funds holding BROS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Action Point Financial Planning's BROS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dutch Bros (BROS) in Q2 2026: 375 shares worth $26.9K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Action Point Financial Planning held 375 shares of Dutch Bros worth $26.9K as of Q2 2026.
Dutch Bros was a new Action Point Financial Planning position in Q2 2026.
Dutch Bros made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1031 holding.
550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.