Portside Wealth Group
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
Q3 		$273K Sell
7,072
-34
-0.5% -$1.83K 0.03% 436
2026
Q2 		$510K Buy
+7,106
New +$408K 0.06% 301

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Portside Wealth Group's BROS Position: Q3 2026 in Review

Portside Wealth Group reduced its Dutch Bros (BROS) stake by 0.48% in Q3 2026, selling an estimated $1.83K and leaving 7,072 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #436.

Portside Wealth Group first reported a position in BROS in Q2 2026 and has held it in 2 quarters since. The position peaked at $510K in Q2 2026. 104 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Portside Wealth Group held 7,072 shares of Dutch Bros worth $273K as of Q3 2026.
  • Portside Wealth Group sold 34 Dutch Bros shares in Q3 2026, an estimated $1.83K.
  • Dutch Bros made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #436 holding.
  • Portside Wealth Group first reported a position in Dutch Bros in Q2 2026 and has held it in 2 quarters since.
  • Portside Wealth Group's Dutch Bros position peaked at $510K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.