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Silvercrest Asset Management’s Dutch Bros BROS Stock Holding History

Silvercrest Asset Management’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 		$15.3M Buy
213,035
+43,484
+26% +$2.49M 0.1% 265
2026
Q1 		$8.59M Buy
169,551
+48,339
+40% +$2.64M 0.06% 334
2025
Q4 		$7.42M Buy
121,212
+179
+0.1% +$10.2K 0.05% 377
2025
Q3 		$6.33M Sell
121,033
-3,136
-3% -$198K 0.04% 397
2025
Q2 		$8.49M Sell
124,169
-50,979
-29% -$3.33M 0.06% 346
2025
Q1 		$10.8M Sell
175,148
-62,446
-26% -$4.11M 0.08% 285
2024
Q4 		$12.4M Sell
237,594
-991
-0.4% -$43.7K 0.08% 252
2024
Q3 		$7.64M Buy
238,585
+59,844
+33% +$2.11M 0.05% 310
2024
Q2 		$7.4M Buy
+178,741
New +$6.14M 0.05% 324

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

Silvercrest Asset Management's BROS Position: Q2 2026 in Review

Silvercrest Asset Management increased its Dutch Bros (BROS) stake by 26% in Q2 2026, buying an estimated $2.49M and bringing the position to 213,035 shares worth $15.3M. The position accounts for 0.1% of the portfolio, ranked #265.

Silvercrest Asset Management first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Silvercrest Asset Management held 213,035 shares of Dutch Bros worth $15.3M as of Q2 2026.
  • Silvercrest Asset Management bought 43,484 Dutch Bros shares in Q2 2026, an estimated $2.49M.
  • Dutch Bros made up 0.1% of Silvercrest Asset Management's portfolio in Q2 2026, its #265 holding.
  • Silvercrest Asset Management first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.