Balance Wealth
BROS icon

Balance Wealth’s Dutch Bros BROS Stock Holding History

Balance Wealth’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
Q3 		$578 Buy
+15
New +$808 ﹤0.01% 882

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's BROS Position: Q3 2026 in Review

Balance Wealth opened a new position in Dutch Bros (BROS) in Q3 2026: 15 shares worth $578. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings.

408 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Balance Wealth held 15 shares of Dutch Bros worth $578 as of Q3 2026.
  • Dutch Bros was a new Balance Wealth position in Q3 2026.
  • Dutch Bros made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #882 holding.
  • 408 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.