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Gibbs Wealth Management’s Dutch Bros BROS Stock Holding History

Gibbs Wealth 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
Q3 		$340K Buy
8,827
+456
+5% +$24.6K 0.04% 398
2026
Q2 		$601K Buy
+8,371
New +$480K 0.07% 248

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Gibbs Wealth Management's BROS Position: Q3 2026 in Review

Gibbs Wealth Management increased its Dutch Bros (BROS) stake by 5.4% in Q3 2026, buying an estimated $24.6K and bringing the position to 8,827 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #398.

Gibbs Wealth Management first reported a position in BROS in Q2 2026 and has held it in 2 quarters since. The position peaked at $601K in Q2 2026. 331 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Gibbs Wealth Management held 8,827 shares of Dutch Bros worth $340K as of Q3 2026.
  • Gibbs Wealth Management bought 456 Dutch Bros shares in Q3 2026, an estimated $24.6K.
  • Dutch Bros made up 0.04% of Gibbs Wealth Management's portfolio in Q3 2026, its #398 holding.
  • Gibbs Wealth Management first reported a position in Dutch Bros in Q2 2026 and has held it in 2 quarters since.
  • Gibbs Wealth Management's Dutch Bros position peaked at $601K in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.