Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Dutch Bros BROS Stock Holding History

Fifth Third Wealth 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 		– Sell
-4,131
Closed -$297K – 1084
2026
Q2 		$297K Buy
4,131
+147
+4% +$8.43K 0.01% 715
2026
Q1 		$202K Buy
+3,984
New +$218K 0.01% 787
2025
Q3 		– Sell
-3,147
Closed -$215K – 781
2025
Q2 		$215K Buy
+3,147
New +$205K 0.01% 681

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Fifth Third Wealth Advisors's BROS Position: Q3 2026 in Review

Fifth Third Wealth Advisors sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 4,131 shares — an estimated $297K sold.

Fifth Third Wealth Advisors first reported a position in BROS in Q2 2025 and held it in 3 quarters. The position peaked at $297K in Q2 2026. 104 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Fifth Third Wealth Advisors reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 4,131 Dutch Bros shares in Q3 2026, an estimated $297K.
  • Fifth Third Wealth Advisors first reported a position in Dutch Bros in Q2 2025 and held it in 3 quarters.
  • Fifth Third Wealth Advisors's Dutch Bros position peaked at $297K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.