LF
BROS icon

LifeSteps Financial’s Dutch Bros BROS Stock Holding History

LifeSteps Financial’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 		$77.3K Buy
+1,077
New +$61.8K 0.04% 172

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

LifeSteps Financial's BROS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dutch Bros (BROS) in Q2 2026: 1,077 shares worth $77.3K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings.

181 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • LifeSteps Financial held 1,077 shares of Dutch Bros worth $77.3K as of Q2 2026.
  • Dutch Bros was a new LifeSteps Financial position in Q2 2026.
  • Dutch Bros made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #172 holding.
  • 181 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.