SageView Advisory Group’s Dutch Bros BROS Stock Holding History

SageView Advisory Group’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	–	Sell	-105	Closed	-$6.43K	–	842
2025 Q4	$6.43K	Buy	+105	New	+$5.96K	﹤0.01%	1879

Other funds holding BROS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

SageView Advisory Group's BROS Position: Q1 2026 in Review

SageView Advisory Group sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 105 shares — an estimated $6.43K sold.

SageView Advisory Group first reported a position in BROS in Q4 2025 and held it in 1 quarter. The position peaked at $6.43K in Q4 2025. 508 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

SageView Advisory Group reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 105 Dutch Bros shares in Q1 2026, an estimated $6.43K.
SageView Advisory Group first reported a position in Dutch Bros in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Dutch Bros position peaked at $6.43K in Q4 2025.
508 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.