Bank of Montreal
BROS icon

Bank of Montreal’s Dutch Bros BROS Stock Holding History

Bank of Montreal’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 		$953K Sell
13,270
-8,545
-39% -$490K ﹤0.01% 2108
2026
Q1 		$1.11M Buy
21,815
+10,377
+91% +$567K ﹤0.01% 1993
2025
Q4 		$700K Sell
11,438
-93,893
-89% -$5.33M ﹤0.01% 2156
2025
Q3 		$5.51M Buy
105,331
+4,212
+4% +$266K ﹤0.01% 1246
2025
Q2 		$6.91M Buy
101,119
+94,092
+1,339% +$6.14M ﹤0.01% 1125
2025
Q1 		$434K Buy
+7,027
New +$463K ﹤0.01% 2279
2024
Q4 		– Sell
-15,705
Closed -$510K – 3551
2024
Q3 		$510K Sell
15,705
-70,484
-82% -$2.48M ﹤0.01% 2407
2024
Q2 		$3.57M Buy
+86,189
New +$2.96M ﹤0.01% 1406
2023
Q4 		– Sell
-32,800
Closed -$834K – 3992
2023
Q3 		$834K Hold
32,800
– – ﹤0.01% 2155
2023
Q2 		$938K Buy
+32,800
New +$973K ﹤0.01% 2225
2022
Q2 		– Sell
-3,031
Closed -$190K – 4105
2022
Q1 		$190K Buy
+3,031
New +$155K ﹤0.01% 3476

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 $3.38T AUM 44.17% 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

Bank of Montreal's BROS Position: Q2 2026 in Review

Bank of Montreal reduced its Dutch Bros (BROS) stake by 39% in Q2 2026, selling an estimated $490K and leaving 13,270 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Bank of Montreal first reported a position in BROS in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.91M in Q2 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Bank of Montreal held 13,270 shares of Dutch Bros worth $953K as of Q2 2026.
  • Bank of Montreal sold 8,545 Dutch Bros shares in Q2 2026, an estimated $490K.
  • Dutch Bros made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2108 holding.
  • Bank of Montreal first reported a position in Dutch Bros in Q1 2022 and has held it in 11 quarters since.
  • Bank of Montreal's Dutch Bros position peaked at $6.91M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.