Diversify Advisory Services’s Dutch Bros BROS Stock Holding History

Diversify Advisory 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	$2.07M	Buy	+31,512	New	+$1.81M	0.03%	401

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Advisory Services's BROS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dutch Bros (BROS) in Q2 2026: 31,512 shares worth $2.07M. The stake represents 0.03% of the portfolio and ranks #401 among its holdings.

550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Diversify Advisory Services held 31,512 shares of Dutch Bros worth $2.07M as of Q2 2026.
Dutch Bros was a new Diversify Advisory Services position in Q2 2026.
Dutch Bros made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #401 holding.
550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.