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NorthRock Partners’s Dutch Bros BROS Stock Holding History

NorthRock Partners’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 		$256K Buy
+3,566
New +$205K ﹤0.01% 587
2026
Q1 		– Sell
-3,480
Closed -$213K – 686
2025
Q4 		$213K Buy
+3,480
New +$198K ﹤0.01% 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 $3.38T AUM 44.17% 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

NorthRock Partners's BROS Position: Q2 2026 in Review

NorthRock Partners opened a new position in Dutch Bros (BROS) in Q2 2026: 3,566 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in BROS as recently as Q4 2025.

NorthRock Partners first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • NorthRock Partners held 3,566 shares of Dutch Bros worth $256K as of Q2 2026.
  • Dutch Bros was a new NorthRock Partners position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #587 holding.
  • NorthRock Partners first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.