CIBC Private Wealth Group
BROS icon

CIBC Private Wealth Group’s Dutch Bros BROS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$208K Sell
3,400
-234
-6% -$13.3K ﹤0.01% 1171
2025
Q3 		$190K Sell
3,634
-1,976
-35% -$125K ﹤0.01% 1209
2025
Q2 		$384K Sell
5,610
-31
-0.5% -$2.02K ﹤0.01% 900
2025
Q1 		$297K Buy
5,641
+3,541
+169% +$233K ﹤0.01% 957
2024
Q4 		$118K Sell
2,100
-200
-9% -$8.82K ﹤0.01% 1358
2024
Q3 		$73.7K Hold
2,300
– – ﹤0.01% 1625
2024
Q2 		$98.5K Sell
2,300
-26
-1% -$893 ﹤0.01% 1404
2024
Q1 		$76.6K Buy
+2,326
New +$68.6K ﹤0.01% 1504
2023
Q4 		– Sell
-12,796
Closed -$298K – 1151
2023
Q3 		$298K Sell
12,796
-4
-0% -$114 ﹤0.01% 891
2023
Q2 		$364K Sell
12,800
-5,200
-29% -$154K ﹤0.01% 745
2023
Q1 		$569K Buy
18,000
+2,285
+15% +$77.3K ﹤0.01% 686
2022
Q4 		$443 Buy
15,715
+1,000
+7% +$33.1K ﹤0.01% 797
2022
Q3 		$458K Buy
14,715
+200
+1% +$7.53K ﹤0.01% 719
2022
Q2 		$459K Buy
14,515
+3,184
+28% +$131K ﹤0.01% 717
2022
Q1 		$626K Buy
11,331
+6,406
+130% +$327K ﹤0.01% 706
2021
Q4 		$251K Buy
+4,925
New +$273K ﹤0.01% 925

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CIBC Private Wealth Group's BROS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dutch Bros (BROS) stake by 6.4% in Q4 2025, selling an estimated $13.3K and leaving 3,400 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

CIBC Private Wealth Group first reported a position in BROS in Q4 2021 and has held it in 16 quarters since. The position peaked at $626K in Q1 2022. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • CIBC Private Wealth Group held 3,400 shares of Dutch Bros worth $208K as of Q4 2025.
  • CIBC Private Wealth Group sold 234 Dutch Bros shares in Q4 2025, an estimated $13.3K.
  • Dutch Bros made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1171 holding.
  • CIBC Private Wealth Group first reported a position in Dutch Bros in Q4 2021 and has held it in 16 quarters since.
  • CIBC Private Wealth Group's Dutch Bros position peaked at $626K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.