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Smartleaf Asset Management’s Dutch Bros BROS Stock Holding History

Smartleaf 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 		$27.3K Hold
381
– – ﹤0.01% 1842
2026
Q1 		$18.3K Sell
381
-254
-40% -$13.9K ﹤0.01% 2015
2025
Q4 		$39.4K Buy
635
+358
+129% +$20.3K ﹤0.01% 1671
2025
Q3 		$14.6K Buy
277
+10
+4% +$632 ﹤0.01% 1952
2025
Q2 		$18.5K Buy
267
+42
+19% +$2.74K ﹤0.01% 1585
2025
Q1 		$14.1K Buy
+225
New +$14.8K ﹤0.01% 1781

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

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

Smartleaf Asset Management held its Dutch Bros (BROS) position steady in Q2 2026 at 381 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Smartleaf Asset Management first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.4K in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Smartleaf Asset Management held 381 shares of Dutch Bros worth $27.3K as of Q2 2026.
  • Smartleaf Asset Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1842 holding.
  • Smartleaf Asset Management first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • Smartleaf Asset Management's Dutch Bros position peaked at $39.4K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.