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Game Plan Financial Advisors’s Dutch Bros BROS Stock Holding History

Game Plan Financial 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
Q1 		– Sell
-47
Closed -$2.88K – 349
2025
Q4 		$2.88K Buy
+47
New +$2.67K ﹤0.01% 254

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Game Plan Financial Advisors's BROS Position: Q1 2026 in Review

Game Plan Financial Advisors sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 47 shares — an estimated $2.88K sold.

Game Plan Financial Advisors first reported a position in BROS in Q4 2025 and held it in 1 quarter. The position peaked at $2.88K in Q4 2025. 509 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Game Plan Financial Advisors reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • Game Plan Financial Advisors sold 47 Dutch Bros shares in Q1 2026, an estimated $2.88K.
  • Game Plan Financial Advisors first reported a position in Dutch Bros in Q4 2025 and held it in 1 quarter.
  • Game Plan Financial Advisors's Dutch Bros position peaked at $2.88K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.