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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
Q2 		– Sell
-104
Closed -$5.27K – 802
2026
Q1 		$5.27K Sell
104
-52
-33% -$2.84K ﹤0.01% 1933
2025
Q4 		$9.55K 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

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

Root Financial Partners's BROS Position: Q2 2026 in Review

Root Financial Partners sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 104 shares — an estimated $5.27K sold.

Root Financial Partners first reported a position in BROS in Q3 2025 and held it in 3 quarters. The position peaked at $9.55K in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Root Financial Partners reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 104 Dutch Bros shares in Q2 2026, an estimated $5.27K.
  • Root Financial Partners first reported a position in Dutch Bros in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dutch Bros position peaked at $9.55K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.