PWG
BROS icon

Portside Wealth Group’s Dutch Bros BROS Stock Holding History

Portside Wealth 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
Q2 		$510K Buy
+7,106
New +$408K 0.06% 301

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Portside Wealth Group's BROS Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Dutch Bros (BROS) in Q2 2026: 7,106 shares worth $510K. The stake represents 0.06% of the portfolio and ranks #301 among its holdings.

59 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Portside Wealth Group held 7,106 shares of Dutch Bros worth $510K as of Q2 2026.
  • Dutch Bros was a new Portside Wealth Group position in Q2 2026.
  • Dutch Bros made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #301 holding.
  • 59 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.