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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
Q2 		$58.5K Hold
815
– – 0.02% 130
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

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 $3.37T AUM 44.26% 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

Bernard Wealth Management's BROS Position: Q2 2026 in Review

Bernard Wealth Management held its Dutch Bros (BROS) position steady in Q2 2026 at 815 shares worth $58.5K. The position accounts for 0.02% of the portfolio, ranked #130.

Bernard Wealth Management first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Bernard Wealth Management held 815 shares of Dutch Bros worth $58.5K as of Q2 2026.
  • Bernard Wealth Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Bernard Wealth Management first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.