FFA
BROS icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Farther Finance Advisors's BROS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Dutch Bros (BROS) stake by 12% in Q2 2026, selling an estimated $71.1K and leaving 8,830 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #1381.

Farther Finance Advisors first reported a position in BROS in Q2 2023 and has held it in 13 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Farther Finance Advisors held 8,830 shares of Dutch Bros worth $634K as of Q2 2026.
  • Farther Finance Advisors sold 1,240 Dutch Bros shares in Q2 2026, an estimated $71.1K.
  • Dutch Bros made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1381 holding.
  • Farther Finance Advisors first reported a position in Dutch Bros in Q2 2023 and has held it in 13 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.