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AE Wealth Management’s Dutch Bros BROS Stock Holding History

AE 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 		$210K Buy
+2,923
New +$168K ﹤0.01% 1695

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

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

AE Wealth Management opened a new position in Dutch Bros (BROS) in Q2 2026: 2,923 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings.

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

  • AE Wealth Management held 2,923 shares of Dutch Bros worth $210K as of Q2 2026.
  • Dutch Bros was a new AE Wealth Management position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1695 holding.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.