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Financial Network Wealth Advisors’s Dutch Bros BROS Stock Holding History

Financial Network 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 		$1.79K Buy
+25
New +$1.43K ﹤0.01% 726
2024
Q4 		– Sell
-100
Closed -$3.2K – 529
2024
Q3 		$3.2K Hold
100
– – ﹤0.01% 572
2024
Q2 		$4.14K Buy
+100
New +$3.44K ﹤0.01% 607

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

Financial Network Wealth Advisors's BROS Position: Q2 2026 in Review

Financial Network Wealth Advisors opened a new position in Dutch Bros (BROS) in Q2 2026: 25 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Financial Network Wealth Advisors previously reported a position in BROS as recently as Q3 2024.

Financial Network Wealth Advisors first reported a position in BROS in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.14K in Q2 2024. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Financial Network Wealth Advisors held 25 shares of Dutch Bros worth $1.79K as of Q2 2026.
  • Dutch Bros was a new Financial Network Wealth Advisors position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #726 holding.
  • Financial Network Wealth Advisors first reported a position in Dutch Bros in Q2 2024 and has held it in 3 quarters since.
  • Financial Network Wealth Advisors's Dutch Bros position peaked at $4.14K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.