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Principia Wealth Advisory’s Dutch Bros BROS Stock Holding History

Principia Wealth Advisory’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 		$574 Hold
8
– – ﹤0.01% 869
2026
Q1 		$405 Buy
+8
New +$437 ﹤0.01% 876

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's BROS Position: Q2 2026 in Review

Principia Wealth Advisory held its Dutch Bros (BROS) position steady in Q2 2026 at 8 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Principia Wealth Advisory first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Principia Wealth Advisory held 8 shares of Dutch Bros worth $574 as of Q2 2026.
  • Principia Wealth Advisory left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #869 holding.
  • Principia Wealth Advisory first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.