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Activest Wealth Management’s Dutch Bros BROS Stock Holding History

Activest Wealth Management’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 		$503 Buy
+7
New +$402 ﹤0.01% 1064
2025
Q4 		– Sell
-10
Closed -$523 – 1148
2025
Q3 		$523 Buy
10
+2
+25% +$126 ﹤0.01% 959
2025
Q2 		$547 Sell
8
-5
-38% -$326 ﹤0.01% 854
2025
Q1 		$803 Buy
+13
New +$856 ﹤0.01% 793

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Activest Wealth Management's BROS Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Dutch Bros (BROS) in Q2 2026: 7 shares worth $503. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in BROS as recently as Q3 2025.

Activest Wealth Management first reported a position in BROS in Q1 2025 and has held it in 4 quarters since. The position peaked at $803 in Q1 2025. 150 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Activest Wealth Management held 7 shares of Dutch Bros worth $503 as of Q2 2026.
  • Dutch Bros was a new Activest Wealth Management position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1064 holding.
  • Activest Wealth Management first reported a position in Dutch Bros in Q1 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Dutch Bros position peaked at $803 in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.