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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of Montreal's BROS Position: Q1 2026 in Review

Bank of Montreal increased its Dutch Bros (BROS) stake by 91% in Q1 2026, buying an estimated $567K and bringing the position to 21,815 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Bank of Montreal first reported a position in BROS in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.91M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Bank of Montreal held 21,815 shares of Dutch Bros worth $1.11M as of Q1 2026.
  • Bank of Montreal bought 10,377 Dutch Bros shares in Q1 2026, an estimated $567K.
  • Dutch Bros made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1993 holding.
  • Bank of Montreal first reported a position in Dutch Bros in Q1 2022 and has held it in 10 quarters since.
  • Bank of Montreal's Dutch Bros position peaked at $6.91M in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.