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NBT Bank’s Dutch Bros BROS Stock Holding History

NBT Bank’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 		$7.6K Buy
150
+89
+146% +$4.87K ﹤0.01% 692
2025
Q4 		$9.18K Buy
61
+9
+17% +$511 ﹤0.01% 671
2025
Q3 		$2.62K Buy
52
+2
+4% +$126 ﹤0.01% 755
2025
Q2 		$3.42K Hold
50
– – ﹤0.01% 726
2025
Q1 		$3.09K Hold
50
– – ﹤0.01% 733
2024
Q4 		$2.62K Hold
50
– – ﹤0.01% 730
2024
Q3 		$1.6K Hold
50
– – ﹤0.01% 781
2024
Q2 		$2.07K Hold
50
– – ﹤0.01% 540
2024
Q1 		$1.65K Hold
50
– – ﹤0.01% 546
2023
Q4 		$1.58K Buy
+50
New +$1.36K ﹤0.01% 544

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

NBT Bank's BROS Position: Q1 2026 in Review

NBT Bank increased its Dutch Bros (BROS) stake by 146% in Q1 2026, buying an estimated $4.87K and bringing the position to 150 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

NBT Bank first reported a position in BROS in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.18K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • NBT Bank held 150 shares of Dutch Bros worth $7.6K as of Q1 2026.
  • NBT Bank bought 89 Dutch Bros shares in Q1 2026, an estimated $4.87K.
  • Dutch Bros made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #692 holding.
  • NBT Bank first reported a position in Dutch Bros in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's Dutch Bros position peaked at $9.18K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.