Salem Investment Counselors
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Salem Investment Counselors’s Dutch Bros BROS Stock Holding History

Salem Investment Counselors’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 		– Sell
-200
Closed -$14.4K – 504
2026
Q2 		$14.4K Buy
200
+100
+100% +$5.74K ﹤0.01% 835
2026
Q1 		$5.07K Buy
+100
New +$5.47K ﹤0.01% 964

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Salem Investment Counselors's BROS Position: Q3 2026 in Review

Salem Investment Counselors sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 200 shares — an estimated $14.4K sold.

Salem Investment Counselors first reported a position in BROS in Q1 2026 and held it in 2 quarters. The position peaked at $14.4K in Q2 2026. 47 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Salem Investment Counselors reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 200 Dutch Bros shares in Q3 2026, an estimated $14.4K.
  • Salem Investment Counselors first reported a position in Dutch Bros in Q1 2026 and held it in 2 quarters.
  • Salem Investment Counselors's Dutch Bros position peaked at $14.4K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.