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BOK Financial’s Dutch Bros BROS Stock Holding History

BOK Financial’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 		$8.19K Buy
+114
New +$6.54K ﹤0.01% 1002
2025
Q3 		– Sell
-330
Closed -$22.6K – 1095
2025
Q2 		$22.6K Buy
+330
New +$21.5K ﹤0.01% 902

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

BOK Financial's BROS Position: Q2 2026 in Review

BOK Financial opened a new position in Dutch Bros (BROS) in Q2 2026: 114 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: BOK Financial previously reported a position in BROS as recently as Q2 2025.

BOK Financial first reported a position in BROS in Q2 2025 and has held it in 2 quarters since. The position peaked at $22.6K in Q2 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • BOK Financial held 114 shares of Dutch Bros worth $8.19K as of Q2 2026.
  • Dutch Bros was a new BOK Financial position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1002 holding.
  • BOK Financial first reported a position in Dutch Bros in Q2 2025 and has held it in 2 quarters since.
  • BOK Financial's Dutch Bros position peaked at $22.6K in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.