Sage Mountain Advisors’s Dutch Bros BROS Stock Holding History

Sage Mountain 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 Q2	$262K	Buy	+3,654	New	+$210K	0.02%	194

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sage Mountain Advisors's BROS Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Dutch Bros (BROS) in Q2 2026: 3,654 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings.

550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Sage Mountain Advisors held 3,654 shares of Dutch Bros worth $262K as of Q2 2026.
Dutch Bros was a new Sage Mountain Advisors position in Q2 2026.
Dutch Bros made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #194 holding.
550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.