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Principal Securities’s Dutch Bros BROS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-579
Closed -$30.3K – 1616
2025
Q3 		$30.3K Sell
579
-68
-11% -$4.3K ﹤0.01% 2217
2025
Q2 		$44.2K Buy
647
+367
+131% +$23.9K ﹤0.01% 1946
2025
Q1 		$14.7K Hold
280
– – ﹤0.01% 2369
2024
Q4 		$14.7K Hold
280
– – ﹤0.01% 2365
2024
Q3 		$8.97K Hold
280
– – ﹤0.01% 2480
2024
Q2 		$11.6K Buy
+280
New +$9.62K ﹤0.01% 2323
2024
Q1 		– Sell
-300
Closed -$9.5K – 3327
2023
Q4 		$9.5K Buy
+300
New +$8.17K ﹤0.01% 2268

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Securities's BROS Position: Q4 2025 in Review

Principal Securities sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 579 shares — an estimated $30.3K sold.

Principal Securities first reported a position in BROS in Q4 2023 and held it in 7 quarters. The position peaked at $44.2K in Q2 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Principal Securities reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 579 Dutch Bros shares in Q4 2025, an estimated $30.3K.
  • Principal Securities first reported a position in Dutch Bros in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Dutch Bros position peaked at $44.2K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.