BRWA
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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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. 69 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.
  • 69 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.