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B. Riley Wealth Advisors’s Dutch Bros BROS Stock Holding History

B. Riley 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
2026
Q2 		– Sell
-73,491
Closed -$3.53M – 934
2026
Q1 		$3.53M Sell
73,491
-7
-0% -$383 0.22% 105
2025
Q4 		$4.5M Buy
+73,498
New +$4.18M 0.21% 107
2022
Q2 		– Sell
-5,855
Closed -$324K – 1255
2022
Q1 		$324K Buy
5,855
+625
+12% +$31.9K 0.01% 973
2021
Q4 		$267K Buy
+5,230
New +$290K 0.01% 1134

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

B. Riley Wealth Advisors's BROS Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 73,491 shares — an estimated $3.53M sold.

B. Riley Wealth Advisors first reported a position in BROS in Q4 2021 and held it in 4 quarters. The position peaked at $4.5M in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 73,491 Dutch Bros shares in Q2 2026, an estimated $3.53M.
  • B. Riley Wealth Advisors first reported a position in Dutch Bros in Q4 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Dutch Bros position peaked at $4.5M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.