Janney Montgomery Scott
BROS icon

Janney Montgomery Scott’s Dutch Bros BROS Stock Holding History

Janney Montgomery Scott’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 		$4.04M Buy
56,217
+7,679
+16% +$441K 0.01% 1084
2026
Q1 		$2.46M Buy
48,538
+11,502
+31% +$629K 0.01% 1180
2025
Q4 		$2.27M Buy
37,036
+7,753
+26% +$440K 0.01% 1274
2025
Q3 		$1.53M Sell
29,283
-7,706
-21% -$487K ﹤0.01% 1451
2025
Q2 		$2.53M Buy
36,989
+9,084
+33% +$593K 0.01% 1117
2025
Q1 		$1.72M Sell
27,905
-8,783
-24% -$578K ﹤0.01% 1231
2024
Q4 		$1.92M Buy
36,688
+14,970
+69% +$660K 0.01% 1166
2024
Q3 		$696K Sell
21,718
-39,263
-64% -$1.38M ﹤0.01% 1738
2024
Q2 		$2.52M Buy
60,981
+33,686
+123% +$1.16M 0.01% 988
2024
Q1 		$901K Buy
27,295
+13,395
+96% +$395K ﹤0.01% 1580
2023
Q4 		$440K Sell
13,900
-2,573
-16% -$70.1K ﹤0.01% 2001
2023
Q3 		$383K Buy
16,473
+2,699
+20% +$76.9K ﹤0.01% 1971
2023
Q2 		$392K Buy
13,774
+1,183
+9% +$35.1K ﹤0.01% 2046
2023
Q1 		$398K Sell
12,591
-313
-2% -$10.6K ﹤0.01% 1863
2022
Q4 		$364K Buy
12,904
+997
+8% +$33K ﹤0.01% 1976
2022
Q3 		$371K Sell
11,907
-1,593
-12% -$60K ﹤0.01% 1874
2022
Q2 		$450K Buy
+13,500
New +$553K ﹤0.01% 1666

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

Janney Montgomery Scott's BROS Position: Q2 2026 in Review

Janney Montgomery Scott increased its Dutch Bros (BROS) stake by 16% in Q2 2026, buying an estimated $441K and bringing the position to 56,217 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #1084.

Janney Montgomery Scott first reported a position in BROS in Q2 2022 and has held it in 17 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Janney Montgomery Scott held 56,217 shares of Dutch Bros worth $4.04M as of Q2 2026.
  • Janney Montgomery Scott bought 7,679 Dutch Bros shares in Q2 2026, an estimated $441K.
  • Dutch Bros made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1084 holding.
  • Janney Montgomery Scott first reported a position in Dutch Bros in Q2 2022 and has held it in 17 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.