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Jefferies Financial Group’s Dutch Bros BROS Stock Holding History

Jefferies 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 		$451K Buy
6,276
+2,066
+49% +$119K ﹤0.01% 1273
2026
Q1 		$213K Buy
+4,210
New +$230K ﹤0.01% 1498
2025
Q3 		– Sell
-16,558
Closed -$1.13M – 1472
2025
Q2 		$1.13M Sell
16,558
-49,005
-75% -$3.2M 0.01% 700
2025
Q1 		$4.05M Buy
65,563
+16,211
+33% +$1.07M 0.04% 356
2024
Q4 		$2.59M Buy
+49,352
New +$2.18M 0.02% 579

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

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

Jefferies Financial Group increased its Dutch Bros (BROS) stake by 49% in Q2 2026, buying an estimated $119K and bringing the position to 6,276 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Jefferies Financial Group first reported a position in BROS in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.05M in Q1 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Jefferies Financial Group held 6,276 shares of Dutch Bros worth $451K as of Q2 2026.
  • Jefferies Financial Group bought 2,066 Dutch Bros shares in Q2 2026, an estimated $119K.
  • Dutch Bros made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1273 holding.
  • Jefferies Financial Group first reported a position in Dutch Bros in Q4 2024 and has held it in 5 quarters since.
  • Jefferies Financial Group's Dutch Bros position peaked at $4.05M in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.