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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nations Financial Group's BROS Position: Q1 2026 in Review

Nations Financial Group reduced its Dutch Bros (BROS) stake by 7.3% in Q1 2026, selling an estimated $23.5K and leaving 5,481 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #663.

Nations Financial Group first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. The position peaked at $362K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Nations Financial Group held 5,481 shares of Dutch Bros worth $278K as of Q1 2026.
  • Nations Financial Group sold 430 Dutch Bros shares in Q1 2026, an estimated $23.5K.
  • Dutch Bros made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #663 holding.
  • Nations Financial Group first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • Nations Financial Group's Dutch Bros position peaked at $362K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.