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Alliance Wealth Advisors (Utah)’s Dutch Bros BROS Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$527K Buy
+7,345
New +$421K 0.1% 127

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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s BROS Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in Dutch Bros (BROS) in Q2 2026: 7,345 shares worth $527K. The stake represents 0.1% of the portfolio and ranks #127 among its holdings.

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

  • Alliance Wealth Advisors (Utah) held 7,345 shares of Dutch Bros worth $527K as of Q2 2026.
  • Dutch Bros was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • Dutch Bros made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #127 holding.
  • 101 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.