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Sigma Planning Corp’s Dutch Bros BROS Stock Holding History

Sigma Planning Corp’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 		$354K Buy
6,985
+495
+8% +$27.1K 0.01% 981
2025
Q4 		$397K Sell
6,490
-730
-10% -$41.5K 0.01% 894
2025
Q3 		$378K Buy
7,220
+579
+9% +$36.6K 0.01% 936
2025
Q2 		$454K Buy
6,641
+1,061
+19% +$69.2K 0.01% 818
2025
Q1 		$344K Sell
5,580
-81
-1% -$5.33K 0.01% 890
2024
Q4 		$297K Buy
+5,661
New +$250K 0.01% 931
2024
Q3 		– Sell
-6,838
Closed -$283K – 1221
2024
Q2 		$283K Sell
6,838
-659
-9% -$22.6K 0.01% 953
2024
Q1 		$247K Buy
+7,497
New +$221K 0.01% 1043
2023
Q2 		– Sell
-45,677
Closed -$1.44M – 1228
2023
Q1 		$1.44M Buy
45,677
+18,235
+66% +$617K 0.05% 383
2022
Q4 		$774K Buy
27,442
+4,420
+19% +$146K 0.03% 584
2022
Q3 		$717K Sell
23,022
-6,358
-22% -$239K 0.03% 586
2022
Q2 		$930K Buy
29,380
+9,793
+50% +$401K 0.03% 491
2022
Q1 		$1.08M Buy
19,587
+10,048
+105% +$513K 0.03% 503
2021
Q4 		$486K Buy
+9,539
New +$530K 0.01% 870

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

Sigma Planning Corp's BROS Position: Q1 2026 in Review

Sigma Planning Corp increased its Dutch Bros (BROS) stake by 7.6% in Q1 2026, buying an estimated $27.1K and bringing the position to 6,985 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #981.

Sigma Planning Corp first reported a position in BROS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.44M in Q1 2023. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Sigma Planning Corp held 6,985 shares of Dutch Bros worth $354K as of Q1 2026.
  • Sigma Planning Corp bought 495 Dutch Bros shares in Q1 2026, an estimated $27.1K.
  • Dutch Bros made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #981 holding.
  • Sigma Planning Corp first reported a position in Dutch Bros in Q4 2021 and has held it in 14 quarters since.
  • Sigma Planning Corp's Dutch Bros position peaked at $1.44M in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.