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Hantz Financial Services’s Dutch Bros BROS Stock Holding History

Hantz Financial Services’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 		$465K Buy
6,479
+2,758
+74% +$158K 0.01% 756
2026
Q1 		$189K Buy
3,721
+3,699
+16,814% +$202K ﹤0.01% 1019
2025
Q4 		$1K Sell
22
-7
-24% -$398 ﹤0.01% 2303
2025
Q3 		$2K Buy
29
+11
+61% +$695 ﹤0.01% 2147
2025
Q2 		$1K Buy
18
+14
+350% +$913 ﹤0.01% 2060
2025
Q1 		$0 Buy
+4
New +$263 ﹤0.01% 1706

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

Hantz Financial Services's BROS Position: Q2 2026 in Review

Hantz Financial Services increased its Dutch Bros (BROS) stake by 74% in Q2 2026, buying an estimated $158K and bringing the position to 6,479 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #756.

Hantz Financial Services first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Hantz Financial Services held 6,479 shares of Dutch Bros worth $465K as of Q2 2026.
  • Hantz Financial Services bought 2,758 Dutch Bros shares in Q2 2026, an estimated $158K.
  • Dutch Bros made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #756 holding.
  • Hantz Financial Services first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.