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Albion Financial Group’s Dutch Bros BROS Stock Holding History

Albion Financial Group’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
Q1 		$10.1K Hold
200
– – ﹤0.01% 411
2025
Q4 		$12.2K Hold
200
– – ﹤0.01% 389
2025
Q3 		$10.5K Hold
200
– – ﹤0.01% 391
2025
Q2 		$13.7K Hold
200
– – ﹤0.01% 338
2025
Q1 		$12.3K Hold
200
– – ﹤0.01% 353
2024
Q4 		$10.5K Buy
+200
New +$8.82K ﹤0.01% 394

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Albion Financial Group's BROS Position: Q1 2026 in Review

Albion Financial Group held its Dutch Bros (BROS) position steady in Q1 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Albion Financial Group first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Albion Financial Group held 200 shares of Dutch Bros worth $10.1K as of Q1 2026.
  • Albion Financial Group left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up ﹤0.01% of Albion Financial Group's portfolio in Q1 2026, its #411 holding.
  • Albion Financial Group first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • Albion Financial Group's Dutch Bros position peaked at $13.7K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.