Prospera Financial Services’s Dutch Bros BROS Stock Holding History

Prospera Financial Services’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	$1.13M	Buy	15,776 +6,288	+66%	+$361K	0.02%	712
2026 Q1	$481K	Buy	9,488 +951	+11%	+$52K	0.01%	1002
2025 Q4	$523K	Buy	8,537 +515	+6%	+$29.3K	0.01%	907
2025 Q3	$420K	Buy	8,022 +972	+14%	+$61.5K	0.01%	1010
2025 Q2	$482K	Buy	+7,050	New	+$460K	0.01%	919
2022 Q3	–	Sell	-175	Closed	-$6K	–	926
2022 Q2	$6K	Sell	175 -17	-9%	-$697	﹤0.01%	1428
2022 Q1	$11K	Buy	+192	New	+$9.8K	﹤0.01%	1986

Other funds holding BROS

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

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 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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Prospera Financial Services's BROS Position: Q2 2026 in Review

Prospera Financial Services increased its Dutch Bros (BROS) stake by 66% in Q2 2026, buying an estimated $361K and bringing the position to 15,776 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #712.

Prospera Financial Services first reported a position in BROS in Q1 2022 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Prospera Financial Services held 15,776 shares of Dutch Bros worth $1.13M as of Q2 2026.
Prospera Financial Services bought 6,288 Dutch Bros shares in Q2 2026, an estimated $361K.
Dutch Bros made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #712 holding.
Prospera Financial Services first reported a position in Dutch Bros in Q1 2022 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.