Nations Financial Group
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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
Q3 		– Sell
-4,681
Closed -$336K – 788
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

Wasatch Advisors
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TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nations Financial Group's BROS Position: Q3 2026 in Review

Nations Financial Group sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 4,681 shares — an estimated $336K sold.

Nations Financial Group first reported a position in BROS in Q2 2025 and held it in 5 quarters. The position peaked at $362K in Q4 2025. 224 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Nations Financial Group reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Nations Financial Group sold 4,681 Dutch Bros shares in Q3 2026, an estimated $336K.
  • Nations Financial Group first reported a position in Dutch Bros in Q2 2025 and held it in 5 quarters.
  • Nations Financial Group's Dutch Bros position peaked at $362K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.