LPL Financial
BROS icon

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

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

LPL Financial's BROS Position: Q1 2026 in Review

LPL Financial increased its Dutch Bros (BROS) stake by 2.2% in Q1 2026, buying an estimated $668K and bringing the position to 575,423 shares worth $29.2M. The position accounts for 0.01% of the portfolio, ranked #1221.

LPL Financial first reported a position in BROS in Q3 2021 and has held it in 18 quarters since. The position peaked at $34.5M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • LPL Financial held 575,423 shares of Dutch Bros worth $29.2M as of Q1 2026.
  • LPL Financial bought 12,213 Dutch Bros shares in Q1 2026, an estimated $668K.
  • Dutch Bros made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1221 holding.
  • LPL Financial first reported a position in Dutch Bros in Q3 2021 and has held it in 18 quarters since.
  • LPL Financial's Dutch Bros position peaked at $34.5M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.