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Lauterbach Financial Advisors’s Dutch Bros BROS Stock Holding History

Lauterbach Financial 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
2025
Q3 		– Sell
-3,000
Closed -$205K – 84
2025
Q2 		$205K Buy
+3,000
New +$196K 0.11% 77

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lauterbach Financial Advisors's BROS Position: Q3 2025 in Review

Lauterbach Financial Advisors sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 3,000 shares — an estimated $205K sold.

Lauterbach Financial Advisors first reported a position in BROS in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Lauterbach Financial Advisors reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 3,000 Dutch Bros shares in Q3 2025, an estimated $205K.
  • Lauterbach Financial Advisors first reported a position in Dutch Bros in Q2 2025 and held it in 1 quarter.
  • Lauterbach Financial Advisors's Dutch Bros position peaked at $205K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Lauterbach Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.