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Advisornet Financial’s Dutch Bros BROS Stock Holding History

Advisornet Financial’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 		$144 Hold
2
– – ﹤0.01% 2190
2026
Q1 		$101 Buy
+2
New +$109 ﹤0.01% 2201
2025
Q3 		– Sell
-1,000
Closed -$68.4K – 2249
2025
Q2 		$68.4K Buy
1,000
+500
+100% +$32.6K ﹤0.01% 885
2025
Q1 		$30.9K Buy
+500
New +$32.9K ﹤0.01% 1069

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisornet Financial's BROS Position: Q2 2026 in Review

Advisornet Financial held its Dutch Bros (BROS) position steady in Q2 2026 at 2 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Advisornet Financial first reported a position in BROS in Q1 2025 and has held it in 4 quarters since. The position peaked at $68.4K in Q2 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Advisornet Financial held 2 shares of Dutch Bros worth $144 as of Q2 2026.
  • Advisornet Financial left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2190 holding.
  • Advisornet Financial first reported a position in Dutch Bros in Q1 2025 and has held it in 4 quarters since.
  • Advisornet Financial's Dutch Bros position peaked at $68.4K in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.