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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
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

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

Amalgamated Bank's BROS Position: Q1 2026 in Review

Amalgamated Bank increased its Dutch Bros (BROS) stake by 471% in Q1 2026, buying an estimated $2.74M and bringing the position to 60,728 shares worth $3.08M. The position accounts for 0.02% of the portfolio, ranked #619.

Amalgamated Bank first reported a position in BROS in Q2 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Amalgamated Bank held 60,728 shares of Dutch Bros worth $3.08M as of Q1 2026.
  • Amalgamated Bank bought 50,098 Dutch Bros shares in Q1 2026, an estimated $2.74M.
  • Dutch Bros made up 0.02% of Amalgamated Bank's portfolio in Q1 2026, its #619 holding.
  • Amalgamated Bank first reported a position in Dutch Bros in Q2 2024 and has held it in 8 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.