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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
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% +$9.71K ﹤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

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

Amalgamated Bank's BROS Position: Q2 2026 in Review

Amalgamated Bank reduced its Dutch Bros (BROS) stake by 2.7% in Q2 2026, selling an estimated $93.3K and leaving 59,102 shares worth $4.24M. The position accounts for 0.03% of the portfolio, ranked #512.

Amalgamated Bank first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Amalgamated Bank held 59,102 shares of Dutch Bros worth $4.24M as of Q2 2026.
  • Amalgamated Bank sold 1,626 Dutch Bros shares in Q2 2026, an estimated $93.3K.
  • Dutch Bros made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #512 holding.
  • Amalgamated Bank first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.