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Institute for Wealth Management’s Dutch Bros BROS Stock Holding History

Institute for 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
Q2 		$25.6K Buy
+357
New +$20.5K ﹤0.01% 1056

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DPL
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 29.86% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Institute for Wealth Management's BROS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Dutch Bros (BROS) in Q2 2026: 357 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings.

302 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Institute for Wealth Management held 357 shares of Dutch Bros worth $25.6K as of Q2 2026.
  • Dutch Bros was a new Institute for Wealth Management position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1056 holding.
  • 302 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.