Citigroup
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Citigroup’s Dutch Bros BROS Stock Holding History

Citigroup’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
Q3 		$5.7M Buy
147,729
+61,877
+72% +$3.33M ﹤0.01% 2023
2026
Q2 		$6.17M Sell
85,852
-728,816
-89% -$41.8M ﹤0.01% 1969
2026
Q1 		$41.3M Buy
814,668
+787,118
+2,857% +$43M 0.02% 713
2025
Q4 		$1.69M Sell
27,550
-3,550
-11% -$202K ﹤0.01% 2776
2025
Q3 		$1.63M Sell
31,100
-499
-2% -$31.6K ﹤0.01% 2843
2025
Q2 		$2.16M Buy
31,599
+3,578
+13% +$233K ﹤0.01% 2573
2025
Q1 		$1.73M Buy
28,021
+16,924
+153% +$1.11M ﹤0.01% 2828
2024
Q4 		$581K Sell
11,097
-1,543
-12% -$68.1K ﹤0.01% 3727
2024
Q3 		$405K Buy
12,640
+1,383
+12% +$48.8K ﹤0.01% 3864
2024
Q2 		$466K Sell
11,257
-91,471
-89% -$3.14M ﹤0.01% 3437
2024
Q1 		$3.39M Sell
102,728
-264,111
-72% -$7.79M ﹤0.01% 2007
2023
Q4 		$11.6M Sell
366,839
-71,071
-16% -$1.94M 0.01% 1146
2023
Q3 		$10.2M Buy
437,910
+420,798
+2,459% +$12M 0.01% 1093
2023
Q2 		$487K Buy
17,112
+16,197
+1,770% +$480K ﹤0.01% 3397
2023
Q1 		$28.9K Buy
915
+260
+40% +$8.8K ﹤0.01% 4405
2022
Q4 		$18.5K Sell
655
-4,746
-88% -$157K ﹤0.01% 4628
2022
Q3 		$168K Buy
5,401
+3,236
+149% +$122K ﹤0.01% 3853
2022
Q2 		$69K Buy
2,165
+1,840
+566% +$75.4K ﹤0.01% 4390
2022
Q1 		$18K Buy
+325
New +$16.6K ﹤0.01% 5198

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return

Citigroup's BROS Position: Q3 2026 in Review

Citigroup increased its Dutch Bros (BROS) stake by 72% in Q3 2026, buying an estimated $3.33M and bringing the position to 147,729 shares worth $5.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Citigroup first reported a position in BROS in Q1 2022 and has held it in 19 quarters since. The position peaked at $41.3M in Q1 2026. 202 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Citigroup held 147,729 shares of Dutch Bros worth $5.7M as of Q3 2026.
  • Citigroup bought 61,877 Dutch Bros shares in Q3 2026, an estimated $3.33M.
  • Dutch Bros made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2023 holding.
  • Citigroup first reported a position in Dutch Bros in Q1 2022 and has held it in 19 quarters since.
  • Citigroup's Dutch Bros position peaked at $41.3M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.