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
Q2 		$7.55M Buy
105,046
+7,549
+8% +$433K ﹤0.01% 1020
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

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 $3.38T AUM 44.17% 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

Jones Financial Companies's BROS Position: Q2 2026 in Review

Jones Financial Companies increased its Dutch Bros (BROS) stake by 7.7% in Q2 2026, buying an estimated $433K and bringing the position to 105,046 shares worth $7.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Jones Financial Companies first reported a position in BROS in Q1 2024 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Jones Financial Companies held 105,046 shares of Dutch Bros worth $7.55M as of Q2 2026.
  • Jones Financial Companies bought 7,549 Dutch Bros shares in Q2 2026, an estimated $433K.
  • Dutch Bros made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1020 holding.
  • Jones Financial Companies first reported a position in Dutch Bros in Q1 2024 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.