MIFH
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Migdal Insurance & Financial Holdings’s Dutch Bros BROS Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-615
Closed -$31.2K – 369
2026
Q1 		$31.2K Buy
+615
New +$33.6K ﹤0.01% 314

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BROS Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 615 shares — an estimated $31.2K sold.

Migdal Insurance & Financial Holdings first reported a position in BROS in Q1 2026 and held it in 1 quarter. The position peaked at $31.2K in Q1 2026. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Migdal Insurance & Financial Holdings reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 615 Dutch Bros shares in Q2 2026, an estimated $31.2K.
  • Migdal Insurance & Financial Holdings first reported a position in Dutch Bros in Q1 2026 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Dutch Bros position peaked at $31.2K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.