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Financial Advocates Investment Management’s Dutch Bros BROS Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-24,110
Closed -$1.65M – 154
2025
Q2 		$1.65M Buy
24,110
+433
+2% +$28.2K 0.13% 152
2025
Q1 		$1.46M Sell
23,677
-983
-4% -$64.7K 0.1% 213
2024
Q4 		$1.29M Sell
24,660
-1,009
-4% -$44.5K 0.07% 244
2024
Q3 		$822K Sell
25,669
-1,482
-5% -$52.2K 0.05% 344
2024
Q2 		$1.12M Sell
27,151
-1,492
-5% -$51.3K 0.07% 266
2024
Q1 		$945K Sell
28,643
-810
-3% -$23.9K 0.05% 319
2023
Q4 		$933K Sell
29,453
-4,042
-12% -$110K 0.06% 300
2023
Q3 		$779K Sell
33,495
-265
-0.8% -$7.55K 0.06% 317
2023
Q2 		$960K Buy
33,760
+1,965
+6% +$58.3K 0.07% 275
2023
Q1 		$1.01M Buy
31,795
+2,700
+9% +$91.4K 0.07% 288
2022
Q4 		$820K Sell
29,095
-691
-2% -$22.9K 0.06% 332
2022
Q3 		$928K Buy
29,786
+1,561
+6% +$58.8K 0.08% 265
2022
Q2 		$893K Buy
28,225
+17,938
+174% +$735K 0.07% 282
2022
Q1 		$569K Sell
10,287
-14,708
-59% -$750K 0.04% 411
2021
Q4 		$1.27M Buy
24,995
+5,533
+28% +$307K 0.08% 282
2021
Q3 		$843K Buy
+19,462
New +$925K 0.06% 351

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's BROS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 24,110 shares — an estimated $1.65M sold.

Financial Advocates Investment Management first reported a position in BROS in Q3 2021 and held it in 16 quarters. The position peaked at $1.65M in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 24,110 Dutch Bros shares in Q3 2025, an estimated $1.65M.
  • Financial Advocates Investment Management first reported a position in Dutch Bros in Q3 2021 and held it in 16 quarters.
  • Financial Advocates Investment Management's Dutch Bros position peaked at $1.65M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.