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Nations Financial Group’s Dutch Bros BROS Stock Holding History

Nations 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
2026
Q2 		$336K Sell
4,681
-800
-15% -$45.9K 0.02% 627
2026
Q1 		$278K Sell
5,481
-430
-7% -$23.5K 0.01% 663
2025
Q4 		$362K Buy
5,911
+1,100
+23% +$62.5K 0.02% 589
2025
Q3 		$252K Buy
4,811
+385
+9% +$24.3K 0.02% 625
2025
Q2 		$303K Buy
+4,426
New +$289K 0.02% 562

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

Nations Financial Group's BROS Position: Q2 2026 in Review

Nations Financial Group reduced its Dutch Bros (BROS) stake by 15% in Q2 2026, selling an estimated $45.9K and leaving 4,681 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #627.

Nations Financial Group first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Nations Financial Group held 4,681 shares of Dutch Bros worth $336K as of Q2 2026.
  • Nations Financial Group sold 800 Dutch Bros shares in Q2 2026, an estimated $45.9K.
  • Dutch Bros made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #627 holding.
  • Nations Financial Group first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • Nations Financial Group's Dutch Bros position peaked at $362K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.