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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
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

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

Root Financial Partners's BROS Position: Q1 2026 in Review

Root Financial Partners reduced its Dutch Bros (BROS) stake by 33% in Q1 2026, selling an estimated $2.84K and leaving 104 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Root Financial Partners first reported a position in BROS in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.55K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Root Financial Partners held 104 shares of Dutch Bros worth $5.27K as of Q1 2026.
  • Root Financial Partners sold 52 Dutch Bros shares in Q1 2026, an estimated $2.84K.
  • Dutch Bros made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1933 holding.
  • Root Financial Partners first reported a position in Dutch Bros in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Dutch Bros position peaked at $9.55K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.