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Stephens Inc’s Dutch Bros BROS Stock Holding History

Stephens Inc’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 		$663K Buy
9,226
+1,516
+20% +$87K 0.01% 797
2026
Q1 		$391K Sell
7,710
-70
-0.9% -$3.83K ﹤0.01% 944
2025
Q4 		$476K Buy
7,780
+2,690
+53% +$153K 0.01% 867
2025
Q3 		$266K Buy
+5,090
New +$322K ﹤0.01% 1100
2025
Q1 		– Sell
-4,966
Closed -$260K – 1248
2024
Q4 		$260K Sell
4,966
-1,562
-24% -$68.9K ﹤0.01% 1076
2024
Q3 		$209K Buy
+6,528
New +$230K ﹤0.01% 1180

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

Stephens Inc's BROS Position: Q2 2026 in Review

Stephens Inc increased its Dutch Bros (BROS) stake by 20% in Q2 2026, buying an estimated $87K and bringing the position to 9,226 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #797.

Stephens Inc first reported a position in BROS in Q3 2024 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Stephens Inc held 9,226 shares of Dutch Bros worth $663K as of Q2 2026.
  • Stephens Inc bought 1,516 Dutch Bros shares in Q2 2026, an estimated $87K.
  • Dutch Bros made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #797 holding.
  • Stephens Inc first reported a position in Dutch Bros in Q3 2024 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.