ET
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Equitable Trust’s Dutch Bros BROS Stock Holding History

Equitable Trust’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,937
Closed -$428K – 436
2025
Q1 		$428K Sell
6,937
-712
-9% -$44K 0.02% 335
2024
Q4 		$401K Buy
+7,649
New +$401K 0.02% 362