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SBI Securities’s Dutch Bros BROS Stock Holding History

SBI Securities’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 		$33.8K Sell
471
-157
-25% -$9.01K ﹤0.01% 1322
2026
Q1 		$31.8K Sell
628
-37
-6% -$2.02K ﹤0.01% 1280
2025
Q4 		$40.7K Buy
665
+16
+2% +$909 ﹤0.01% 1161
2025
Q3 		$34K Sell
649
-40
-6% -$2.53K ﹤0.01% 1243
2025
Q2 		$47.1K Sell
689
-410
-37% -$26.7K ﹤0.01% 1076
2025
Q1 		$67.9K Buy
1,099
+96
+10% +$6.32K ﹤0.01% 870
2024
Q4 		$52.5K Buy
+1,003
New +$44.3K ﹤0.01% 969

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

SBI Securities's BROS Position: Q2 2026 in Review

SBI Securities reduced its Dutch Bros (BROS) stake by 25% in Q2 2026, selling an estimated $9.01K and leaving 471 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

SBI Securities first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.9K in Q1 2025. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • SBI Securities held 471 shares of Dutch Bros worth $33.8K as of Q2 2026.
  • SBI Securities sold 157 Dutch Bros shares in Q2 2026, an estimated $9.01K.
  • Dutch Bros made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1322 holding.
  • SBI Securities first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Dutch Bros position peaked at $67.9K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.