Amalgamated Bank
BROS icon

Amalgamated Bank’s Dutch Bros BROS Stock Holding History

Amalgamated Bank’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
Q3 		$2.35M Buy
60,939
+1,837
+3% +$98.9K 0.02% 726
2026
Q2 		$4.24M Sell
59,102
-1,626
-3% -$93.3K 0.03% 512
2026
Q1 		$3.08M Buy
60,728
+50,098
+471% +$2.74M 0.02% 619
2025
Q4 		$651K Buy
10,630
+1,201
+13% +$68.2K ﹤0.01% 1223
2025
Q3 		$494K Buy
9,429
+905
+11% +$57.2K ﹤0.01% 1320
2025
Q2 		$583K Buy
8,524
+2,143
+34% +$140K ﹤0.01% 1229
2025
Q1 		$394K Buy
6,381
+113
+2% +$7.44K ﹤0.01% 1333
2024
Q4 		$328K Buy
6,268
+220
+4% +$9.7K ﹤0.01% 1437
2024
Q3 		$194K Buy
6,048
+570
+10% +$20.1K ﹤0.01% 1588
2024
Q2 		$227K Buy
+5,478
New +$188K ﹤0.01% 1549

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Amalgamated Bank's BROS Position: Q3 2026 in Review

Amalgamated Bank increased its Dutch Bros (BROS) stake by 3.1% in Q3 2026, buying an estimated $98.9K and bringing the position to 60,939 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #726.

Amalgamated Bank first reported a position in BROS in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.24M in Q2 2026. 124 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Amalgamated Bank held 60,939 shares of Dutch Bros worth $2.35M as of Q3 2026.
  • Amalgamated Bank bought 1,837 Dutch Bros shares in Q3 2026, an estimated $98.9K.
  • Dutch Bros made up 0.02% of Amalgamated Bank's portfolio in Q3 2026, its #726 holding.
  • Amalgamated Bank first reported a position in Dutch Bros in Q2 2024 and has held it in 10 quarters since.
  • Amalgamated Bank's Dutch Bros position peaked at $4.24M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.