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Merit Financial Group’s Dutch Bros BROS Stock Holding History

Merit Financial Group’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
-2,953
Closed -$202K – 1802
2025
Q2 		$202K Sell
2,953
-2,865
-49% -$187K ﹤0.01% 1560
2025
Q1 		$359K Buy
+5,818
New +$383K 0.01% 1062

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

Merit Financial Group's BROS Position: Q3 2025 in Review

Merit Financial Group sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 2,953 shares — an estimated $202K sold.

Merit Financial Group first reported a position in BROS in Q1 2025 and held it in 2 quarters. The position peaked at $359K in Q1 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Merit Financial Group reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 2,953 Dutch Bros shares in Q3 2025, an estimated $202K.
  • Merit Financial Group first reported a position in Dutch Bros in Q1 2025 and held it in 2 quarters.
  • Merit Financial Group's Dutch Bros position peaked at $359K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.