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
2023
Q4 		– Sell
-32,800
Closed -$834K – 3993
2023
Q3 		$834K Hold
32,800
– – ﹤0.01% 2156
2023
Q2 		$938K Buy
+32,800
New +$973K ﹤0.01% 2226
2022
Q2 		– Sell
-600
Closed -$38K – 4106
2022
Q1 		$38K Buy
+600
New +$30.6K ﹤0.01% 3826

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.