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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
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

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

Fifth Third Wealth Advisors's BROS Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Dutch Bros (BROS) stake by 3.7% in Q2 2026, buying an estimated $8.43K and bringing the position to 4,131 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #715.

Fifth Third Wealth Advisors first reported a position in BROS in Q2 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Fifth Third Wealth Advisors held 4,131 shares of Dutch Bros worth $297K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 147 Dutch Bros shares in Q2 2026, an estimated $8.43K.
  • Dutch Bros made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #715 holding.
  • Fifth Third Wealth Advisors first reported a position in Dutch Bros in Q2 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.