Jones Financial Companies
BROS icon

Jones Financial Companies’s Dutch Bros BROS Stock Holding History

Jones Financial Companies’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
Q1 		$4.55M Buy
97,497
+21,288
+28% +$1.16M ﹤0.01% 1115
2025
Q4 		$4.67M Buy
76,209
+14,255
+23% +$810K ﹤0.01% 656
2025
Q3 		$3.29M Buy
61,954
+16,031
+35% +$1.01M ﹤0.01% 706
2025
Q2 		$3.18M Buy
45,923
+8,481
+23% +$553K ﹤0.01% 625
2025
Q1 		$2.34M Buy
37,442
+10,152
+37% +$669K ﹤0.01% 620
2024
Q4 		$1.43M Buy
27,290
+15,100
+124% +$666K ﹤0.01% 649
2024
Q3 		$396K Buy
12,190
+8,908
+271% +$314K ﹤0.01% 902
2024
Q2 		$136K Buy
3,282
+1,299
+66% +$44.6K ﹤0.01% 945
2024
Q1 		$65.4K Buy
+1,983
New +$58.5K ﹤0.01% 684

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jones Financial Companies's BROS Position: Q1 2026 in Review

Jones Financial Companies increased its Dutch Bros (BROS) stake by 28% in Q1 2026, buying an estimated $1.16M and bringing the position to 97,497 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Jones Financial Companies first reported a position in BROS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.67M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Jones Financial Companies held 97,497 shares of Dutch Bros worth $4.55M as of Q1 2026.
  • Jones Financial Companies bought 21,288 Dutch Bros shares in Q1 2026, an estimated $1.16M.
  • Dutch Bros made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1115 holding.
  • Jones Financial Companies first reported a position in Dutch Bros in Q1 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Dutch Bros position peaked at $4.67M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.