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Farther Finance Advisors’s Dutch Bros BROS Stock Holding History

Farther Finance Advisors’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 		$206K Sell
5,345
-3,485
-39% -$188K ﹤0.01% 2277
2026
Q2 		$634K Sell
8,830
-1,240
-12% -$71.1K 0.01% 1381
2026
Q1 		$509K Sell
10,070
-46
-0.5% -$2.52K ﹤0.01% 1382
2025
Q4 		$619K Buy
10,116
+2,047
+25% +$116K 0.01% 1171
2025
Q3 		$422K Buy
8,069
+541
+7% +$34.2K 0.01% 1164
2025
Q2 		$515K Buy
7,528
+670
+10% +$43.7K 0.01% 893
2025
Q1 		$421K Buy
6,858
+558
+9% +$36.8K 0.01% 856
2024
Q4 		$330K Sell
6,300
-544
-8% -$24K 0.01% 763
2024
Q3 		$219K Buy
6,844
+544
+9% +$19.2K 0.01% 957
2024
Q2 		$264K Sell
6,300
-41
-0.6% -$1.41K 0.01% 715
2024
Q1 		$209K Hold
6,341
– – 0.01% 672
2023
Q4 		$201K Hold
6,341
– – 0.01% 553
2023
Q3 		$147K Hold
6,341
– – 0.02% 443
2023
Q2 		$180K Buy
+6,341
New +$188K 0.04% 329

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's BROS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Dutch Bros (BROS) stake by 39% in Q3 2026, selling an estimated $188K and leaving 5,345 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Farther Finance Advisors first reported a position in BROS in Q2 2023 and has held it in 14 quarters since. The position peaked at $634K in Q2 2026. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Farther Finance Advisors held 5,345 shares of Dutch Bros worth $206K as of Q3 2026.
  • Farther Finance Advisors sold 3,485 Dutch Bros shares in Q3 2026, an estimated $188K.
  • Dutch Bros made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2277 holding.
  • Farther Finance Advisors first reported a position in Dutch Bros in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Dutch Bros position peaked at $634K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.