JFS Wealth Advisors’s Dutch Bros BROS Stock Holding History

JFS Wealth Advisors’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	$2.15K	Buy	30 +1	+3%	+$57	﹤0.01%	1586
2026 Q1	$1.47K	Sell	29 -7	-19%	-$383	﹤0.01%	1588
2025 Q4	$2.2K	Sell	36 -10	-22%	-$568	﹤0.01%	1516
2025 Q3	$2.41K	Buy	46 +24	+109%	+$1.52K	﹤0.01%	1394
2025 Q2	$1.5K	Hold	22	–	–	﹤0.01%	1467
2025 Q1	$1.36K	Buy	22 +9	+69%	+$593	﹤0.01%	1588
2024 Q4	$681	Buy	+13	New	+$574	﹤0.01%	1736
2023 Q4	–	Sell	-136	Closed	-$3.16K	–	2003
2023 Q3	$3.16K	Buy	+136	New	+$3.88K	﹤0.01%	1193

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's BROS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dutch Bros (BROS) stake by 3.4% in Q2 2026, buying an estimated $57 and bringing the position to 30 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

JFS Wealth Advisors first reported a position in BROS in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.16K in Q3 2023. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

JFS Wealth Advisors held 30 shares of Dutch Bros worth $2.15K as of Q2 2026.
JFS Wealth Advisors bought 1 Dutch Bros share in Q2 2026, an estimated $57.
Dutch Bros made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1586 holding.
JFS Wealth Advisors first reported a position in Dutch Bros in Q3 2023 and has held it in 8 quarters since.
JFS Wealth Advisors's Dutch Bros position peaked at $3.16K in Q3 2023.
554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.