Ameriprise
BROS icon

Ameriprise’s Dutch Bros BROS Stock Holding History

Ameriprise’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 		$78.4M Sell
1,092,220
-268,626
-20% -$15.4M 0.02% 725
2026
Q1 		$68.9M Buy
1,360,846
+161,111
+13% +$8.81M 0.02% 709
2025
Q4 		$73.4M Buy
1,199,735
+333,794
+39% +$19M 0.02% 685
2025
Q3 		$45.3M Sell
865,941
-45,805
-5% -$2.9M 0.01% 940
2025
Q2 		$62.3M Buy
911,746
+45,170
+5% +$2.95M 0.02% 757
2025
Q1 		$53.5M Buy
866,576
+1,737
+0.2% +$114K 0.01% 808
2024
Q4 		$45.3M Sell
864,839
-1,249,150
-59% -$55.1M 0.01% 892
2024
Q3 		$67.7M Sell
2,113,989
-2,204
-0.1% -$77.7K 0.02% 710
2024
Q2 		$87.6M Buy
2,116,193
+624,640
+42% +$21.5M 0.02% 569
2024
Q1 		$49.2M Buy
1,491,553
+1,415,988
+1,874% +$41.8M 0.01% 809
2023
Q4 		$2.39M Buy
75,565
+7,584
+11% +$207K ﹤0.01% 2785
2023
Q3 		$1.58M Buy
67,981
+45,436
+202% +$1.29M ﹤0.01% 2939
2023
Q2 		$641K Sell
22,545
-3,007
-12% -$89.2K ﹤0.01% 3347
2023
Q1 		$808K Buy
25,552
+9,887
+63% +$335K ﹤0.01% 3246
2022
Q4 		$442K Sell
15,665
-1,312
-8% -$43.4K ﹤0.01% 3450
2022
Q3 		$529K Sell
16,977
-269
-2% -$10.1K ﹤0.01% 3372
2022
Q2 		$546K Buy
17,246
+3,898
+29% +$160K ﹤0.01% 3367
2022
Q1 		$738K Buy
13,348
+7,853
+143% +$401K ﹤0.01% 3328
2021
Q4 		$280K Buy
+5,495
New +$305K ﹤0.01% 3694

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

Ameriprise's BROS Position: Q2 2026 in Review

Ameriprise reduced its Dutch Bros (BROS) stake by 20% in Q2 2026, selling an estimated $15.4M and leaving 1,092,220 shares worth $78.4M. The position accounts for 0.02% of the portfolio, ranked #725.

Ameriprise first reported a position in BROS in Q4 2021 and has held it in 19 quarters since. The position peaked at $87.6M in Q2 2024. 557 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Ameriprise held 1,092,220 shares of Dutch Bros worth $78.4M as of Q2 2026.
  • Ameriprise sold 268,626 Dutch Bros shares in Q2 2026, an estimated $15.4M.
  • Dutch Bros made up 0.02% of Ameriprise's portfolio in Q2 2026, its #725 holding.
  • Ameriprise first reported a position in Dutch Bros in Q4 2021 and has held it in 19 quarters since.
  • Ameriprise's Dutch Bros position peaked at $87.6M in Q2 2024.
  • 557 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.