Arete Wealth Advisors’s Dutch Bros BROS Stock Holding History

Arete Wealth Advisors’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	-8,886	Closed	-$608K	–	766
2025 Q2	$608K	Buy	+8,886	New	+$580K	0.04%	364

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arete Wealth Advisors's BROS Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 8,886 shares — an estimated $608K sold.

Arete Wealth Advisors first reported a position in BROS in Q2 2025 and held it in 1 quarter. The position peaked at $608K in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

Arete Wealth Advisors reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
Arete Wealth Advisors sold 8,886 Dutch Bros shares in Q3 2025, an estimated $608K.
Arete Wealth Advisors first reported a position in Dutch Bros in Q2 2025 and held it in 1 quarter.
Arete Wealth Advisors's Dutch Bros position peaked at $608K in Q2 2025.
450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.