Nisa Investment Advisors
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Nisa Investment Advisors’s Dutch Bros BROS Stock Holding History

Nisa Investment Advisors’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 		$67.1K Sell
935
-18
-2% -$1.03K ﹤0.01% 1738
2026
Q1 		$48.3K Buy
+953
New +$52.1K ﹤0.01% 1681
2025
Q2 		– Sell
-6,748
Closed -$417K – 3045
2025
Q1 		$417K Buy
+6,748
New +$444K ﹤0.01% 1048

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

Nisa Investment Advisors's BROS Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Dutch Bros (BROS) stake by 1.9% in Q2 2026, selling an estimated $1.03K and leaving 935 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Nisa Investment Advisors first reported a position in BROS in Q1 2025 and has held it in 3 quarters since. The position peaked at $417K in Q1 2025. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Nisa Investment Advisors held 935 shares of Dutch Bros worth $67.1K as of Q2 2026.
  • Nisa Investment Advisors sold 18 Dutch Bros shares in Q2 2026, an estimated $1.03K.
  • Dutch Bros made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1738 holding.
  • Nisa Investment Advisors first reported a position in Dutch Bros in Q1 2025 and has held it in 3 quarters since.
  • Nisa Investment Advisors's Dutch Bros position peaked at $417K in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.