Paloma Partners’s Dutch Bros BROS Stock Holding History

Paloma 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 Q1	$2.13M	Buy	42,000 +27,000	+180%	+$1.48M	0.42%	39
2025 Q4	$918K	Buy	+15,000	New	+$852K	0.17%	49
2024 Q4	–	Sell	-230,611	Closed	-$7.39M	–	384
2024 Q3	$7.39M	Buy	+230,611	New	+$8.13M	0.2%	103
2022 Q3	–	Sell	-7,800	Closed	-$247K	–	1032
2022 Q2	$247K	Buy	+7,800	New	+$320K	0.01%	806

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Paloma Partners's BROS Position: Q1 2026 in Review

Paloma Partners increased its Dutch Bros (BROS) stake by 180% in Q1 2026, buying an estimated $1.48M and bringing the position to 42,000 shares worth $2.13M. The position accounts for 0.42% of the portfolio, ranked #39.

Paloma Partners first reported a position in BROS in Q2 2022 and has held it in 4 quarters since. The position peaked at $7.39M in Q3 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Paloma Partners held 42,000 shares of Dutch Bros worth $2.13M as of Q1 2026.
Paloma Partners bought 27,000 Dutch Bros shares in Q1 2026, an estimated $1.48M.
Dutch Bros made up 0.42% of Paloma Partners's portfolio in Q1 2026, its #39 holding.
Paloma Partners first reported a position in Dutch Bros in Q2 2022 and has held it in 4 quarters since.
Paloma Partners's Dutch Bros position peaked at $7.39M in Q3 2024.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Paloma Partners's 13F filing for Q1 2026, filed 15 May 2026.