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Bernard Wealth Management’s Dutch Bros BROS Stock Holding History

Bernard Wealth Management’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
Q1 		$41.3K Hold
815
– – 0.02% 141
2025
Q4 		$49.9K Hold
815
– – 0.02% 130
2025
Q3 		$42.7K Hold
815
– – 0.02% 136
2025
Q2 		$55.7K Hold
815
– – 0.03% 122
2025
Q1 		$50.3K Hold
815
– – 0.02% 119
2024
Q4 		$42.7K Buy
+815
New +$36K 0.02% 131

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

Bernard Wealth Management's BROS Position: Q1 2026 in Review

Bernard Wealth Management held its Dutch Bros (BROS) position steady in Q1 2026 at 815 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #141.

Bernard Wealth Management first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.7K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Bernard Wealth Management held 815 shares of Dutch Bros worth $41.3K as of Q1 2026.
  • Bernard Wealth Management left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up 0.02% of Bernard Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Bernard Wealth Management first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Dutch Bros position peaked at $55.7K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.