LPL Financial’s Dutch Bros BROS Stock Holding History

LPL 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
2025 Q4	–	Sell	-4,000	Closed	-$209K	–	5892
2025 Q3	$209K	Buy	+4,000	New	+$253K	﹤0.01%	5315

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 $3.38T AUM 44.17% 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

LPL Financial's BROS Position: Q2 2026 in Review

LPL Financial increased its Dutch Bros (BROS) stake by 3.7% in Q2 2026, buying an estimated $1.21M and bringing the position to 596,446 shares worth $42.8M. The position accounts for 0.01% of the portfolio, ranked #1098.

LPL Financial first reported a position in BROS in Q3 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

LPL Financial held 596,446 shares of Dutch Bros worth $42.8M as of Q2 2026.
LPL Financial bought 21,023 Dutch Bros shares in Q2 2026, an estimated $1.21M.
Dutch Bros made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1098 holding.
LPL Financial first reported a position in Dutch Bros in Q3 2021 and has held it in 19 quarters since.
559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.