MAM
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Marquette Asset Management’s Dutch Bros BROS Stock Holding History

Marquette Asset Management’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
Q3 		– Sell
-10
Closed -$719 – 801
2026
Q2 		$719 Buy
+10
New +$574 ﹤0.01% 760
2026
Q1 		– Sell
-9
Closed -$551 – 808
2025
Q4 		$551 Buy
+9
New +$511 ﹤0.01% 639

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Marquette Asset Management's BROS Position: Q3 2026 in Review

Marquette Asset Management sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 10 shares — an estimated $719 sold.

Marquette Asset Management first reported a position in BROS in Q4 2025 and held it in 2 quarters. The position peaked at $719 in Q2 2026. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Marquette Asset Management reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Marquette Asset Management sold 10 Dutch Bros shares in Q3 2026, an estimated $719.
  • Marquette Asset Management first reported a position in Dutch Bros in Q4 2025 and held it in 2 quarters.
  • Marquette Asset Management's Dutch Bros position peaked at $719 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.