Root Financial Partners
BROS icon

Root Financial Partners’s Dutch Bros BROS Stock Holding History

Root Financial Partners’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 		$18.3K Buy
+475
New +$25.6K ﹤0.01% 1602
2026
Q2 		– Sell
-104
Closed -$5.27K – 802
2026
Q1 		$5.27K Sell
104
-52
-33% -$2.84K ﹤0.01% 1933
2025
Q4 		$9.6K Buy
156
+29
+23% +$1.65K ﹤0.01% 1512
2025
Q3 		$6.65K Buy
+127
New +$8.03K ﹤0.01% 1612

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Root Financial Partners's BROS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dutch Bros (BROS) in Q3 2026: 475 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BROS as recently as Q1 2026.

Root Financial Partners first reported a position in BROS in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Root Financial Partners held 475 shares of Dutch Bros worth $18.3K as of Q3 2026.
  • Dutch Bros was a new Root Financial Partners position in Q3 2026.
  • Dutch Bros made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1602 holding.
  • Root Financial Partners first reported a position in Dutch Bros in Q3 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.