CFS
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CGC Financial Services’s Dutch Bros BROS Stock Holding History

CGC Financial Services’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 		$12.4K Hold
172
– – ﹤0.01% 215
2026
Q1 		$8.71K Hold
172
– – ﹤0.01% 222
2025
Q4 		$10.5K Buy
172
+74
+76% +$4.2K ﹤0.01% 229
2025
Q3 		$5.13K Hold
98
– – ﹤0.01% 261
2025
Q2 		$6.7K Hold
98
– – ﹤0.01% 239
2025
Q1 		$6.05K Sell
98
-29
-23% -$1.91K ﹤0.01% 231
2024
Q4 		$6.65K Hold
127
– – ﹤0.01% 227
2024
Q3 		$4.07K Hold
127
– – ﹤0.01% 250
2024
Q2 		$5.26K Hold
127
– – ﹤0.01% 238
2024
Q1 		$4.19K Sell
127
-67
-35% -$1.98K ﹤0.01% 255
2023
Q4 		$6.14K Buy
194
+45
+30% +$1.23K ﹤0.01% 249
2023
Q3 		$3.46K Sell
149
-148
-50% -$4.22K ﹤0.01% 225
2023
Q2 		$8.45K Buy
+297
New +$8.81K 0.01% 192

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CGC Financial Services's BROS Position: Q2 2026 in Review

CGC Financial Services held its Dutch Bros (BROS) position steady in Q2 2026 at 172 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

CGC Financial Services first reported a position in BROS in Q2 2023 and has held it in 13 quarters since. 59 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • CGC Financial Services held 172 shares of Dutch Bros worth $12.4K as of Q2 2026.
  • CGC Financial Services left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #215 holding.
  • CGC Financial Services first reported a position in Dutch Bros in Q2 2023 and has held it in 13 quarters since.
  • 59 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.