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ROI Financial Advisors’s Dutch Bros BROS Stock Holding History

ROI Financial Advisors’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
Q1 		$386K Buy
7,629
+28
+0.4% +$1.53K 0.23% 51
2025
Q4 		$465K Buy
7,601
+96
+1% +$5.45K 0.27% 50
2025
Q3 		$393K Buy
7,505
+3,231
+76% +$204K 0.23% 51
2025
Q2 		$292K Buy
+4,274
New +$279K 0.19% 56

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ROI Financial Advisors's BROS Position: Q1 2026 in Review

ROI Financial Advisors increased its Dutch Bros (BROS) stake by 0.37% in Q1 2026, buying an estimated $1.53K and bringing the position to 7,629 shares worth $386K. The position accounts for 0.23% of the portfolio, ranked #51.

ROI Financial Advisors first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. The position peaked at $465K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • ROI Financial Advisors held 7,629 shares of Dutch Bros worth $386K as of Q1 2026.
  • ROI Financial Advisors bought 28 Dutch Bros shares in Q1 2026, an estimated $1.53K.
  • Dutch Bros made up 0.23% of ROI Financial Advisors's portfolio in Q1 2026, its #51 holding.
  • ROI Financial Advisors first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • ROI Financial Advisors's Dutch Bros position peaked at $465K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.