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Ameritas Advisory Services’s Dutch Bros BROS Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-1,175
Closed -$80.3K – 2212
2025
Q2 		$80.3K Buy
+1,175
New +$76.6K ﹤0.01% 1081
2024
Q3 		– Sell
-26,374
Closed -$1.09M – 855
2024
Q2 		$1.09M Buy
+26,374
New +$906K 0.04% 386
2023
Q2 		– Sell
-1,130
Closed -$35.6K – 793
2023
Q1 		$35.6K Buy
+1,130
New +$38.2K ﹤0.01% 1393

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ameritas Advisory Services's BROS Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 1,175 shares — an estimated $80.3K sold.

Ameritas Advisory Services first reported a position in BROS in Q1 2023 and held it in 3 quarters. The position peaked at $1.09M in Q2 2024. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,175 Dutch Bros shares in Q3 2025, an estimated $80.3K.
  • Ameritas Advisory Services first reported a position in Dutch Bros in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Dutch Bros position peaked at $1.09M in Q2 2024.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.