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Mirabella Financial Services’s Dutch Bros BROS Stock Holding History

Mirabella Financial Services’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
-4,804
Closed -$243K – 744
2026
Q1 		$243K Buy
4,804
+332
+7% +$18.2K 0.02% 667
2025
Q4 		$274K Buy
+4,472
New +$254K 0.03% 489
2024
Q2 		– Sell
-14,740
Closed -$486K – 460
2024
Q1 		$486K Buy
+14,740
New +$435K 0.04% 307

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

Mirabella Financial Services's BROS Position: Q2 2026 in Review

Mirabella Financial Services sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 4,804 shares — an estimated $243K sold.

Mirabella Financial Services first reported a position in BROS in Q1 2024 and held it in 3 quarters. The position peaked at $486K in Q1 2024. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Mirabella Financial Services reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 4,804 Dutch Bros shares in Q2 2026, an estimated $243K.
  • Mirabella Financial Services first reported a position in Dutch Bros in Q1 2024 and held it in 3 quarters.
  • Mirabella Financial Services's Dutch Bros position peaked at $486K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.