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Independent Financial Group’s Dutch Bros BROS Stock Holding History

Independent Financial Group’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 		$1.75M Sell
24,394
-568
-2% -$32.6K 0.03% 490
2026
Q1 		$1.26M Buy
24,962
+945
+4% +$51.7K 0.03% 539
2025
Q4 		$1.47M Sell
24,017
-2,692
-10% -$153K 0.03% 488
2025
Q3 		$1.4M Buy
26,709
+6,819
+34% +$431K 0.03% 502
2025
Q2 		$1.36M Sell
19,890
-4,785
-19% -$312K 0.04% 448
2025
Q1 		$1.52M Sell
24,675
-2,365
-9% -$156K 0.05% 360
2024
Q4 		$1.42M Sell
27,040
-2,896
-10% -$128K 0.05% 385
2024
Q3 		$959K Buy
29,936
+4,787
+19% +$169K 0.04% 452
2024
Q2 		$1.04M Buy
25,149
+4,608
+22% +$158K 0.04% 398
2024
Q1 		$678K Buy
20,541
+5,114
+33% +$151K 0.03% 487
2023
Q4 		$489K Sell
15,427
-699
-4% -$19K 0.03% 559
2023
Q3 		$375K Buy
16,126
+3,294
+26% +$93.8K 0.02% 577
2023
Q2 		$365K Buy
12,832
+882
+7% +$26.2K 0.03% 567
2023
Q1 		$378K Sell
11,950
-1,661
-12% -$56.2K 0.03% 534
2022
Q4 		$384K Buy
+13,611
New +$450K 0.03% 496

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

Independent Financial Group's BROS Position: Q2 2026 in Review

Independent Financial Group reduced its Dutch Bros (BROS) stake by 2.3% in Q2 2026, selling an estimated $32.6K and leaving 24,394 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #490.

Independent Financial Group first reported a position in BROS in Q4 2022 and has held it in 15 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Independent Financial Group held 24,394 shares of Dutch Bros worth $1.75M as of Q2 2026.
  • Independent Financial Group sold 568 Dutch Bros shares in Q2 2026, an estimated $32.6K.
  • Dutch Bros made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #490 holding.
  • Independent Financial Group first reported a position in Dutch Bros in Q4 2022 and has held it in 15 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.