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Forum Financial Management’s Dutch Bros BROS Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-6,202
Closed -$380K – 428
2025
Q4 		$380K Buy
6,202
+4
+0.1% +$227 ﹤0.01% 622
2025
Q3 		$324K Buy
6,198
+723
+13% +$45.7K ﹤0.01% 695
2025
Q2 		$374K Buy
5,475
+10
+0.2% +$652 0.01% 538
2025
Q1 		$337K Buy
+5,465
New +$360K 0.01% 537

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Forum Financial Management's BROS Position: Q1 2026 in Review

Forum Financial Management sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 6,202 shares — an estimated $380K sold.

Forum Financial Management first reported a position in BROS in Q1 2025 and held it in 4 quarters. The position peaked at $380K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Forum Financial Management reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,202 Dutch Bros shares in Q1 2026, an estimated $380K.
  • Forum Financial Management first reported a position in Dutch Bros in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Dutch Bros position peaked at $380K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.