Stifel Financial
BROS icon

Stifel Financial’s Dutch Bros BROS Stock Holding History

Stifel Financial’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 		$10.9M Sell
151,108
-8,780
-5% -$504K 0.01% 967
2026
Q1 		$8.1M Sell
159,888
-11,821
-7% -$646K 0.01% 1062
2025
Q4 		$10.5M Sell
171,709
-26,344
-13% -$1.5M 0.01% 930
2025
Q3 		$10.4M Buy
198,053
+20,968
+12% +$1.33M 0.01% 930
2025
Q2 		$12.1M Buy
177,085
+26,591
+18% +$1.73M 0.01% 800
2025
Q1 		$9.29M Sell
150,494
-9,261
-6% -$610K 0.01% 869
2024
Q4 		$8.37M Sell
159,755
-9,038
-5% -$399K 0.01% 941
2024
Q3 		$5.41M Sell
168,793
-35,611
-17% -$1.26M 0.01% 1162
2024
Q2 		$8.46M Buy
204,404
+136,992
+203% +$4.71M 0.01% 881
2024
Q1 		$2.22M Buy
67,412
+50,913
+309% +$1.5M ﹤0.01% 1646
2023
Q4 		$523K Buy
16,499
+293
+2% +$7.98K ﹤0.01% 2537
2023
Q3 		$377K Sell
16,206
-13,970
-46% -$398K ﹤0.01% 2651
2023
Q2 		$859K Sell
30,176
-2,922
-9% -$86.7K ﹤0.01% 2177
2023
Q1 		$1.05M Sell
33,098
-18,980
-36% -$642K ﹤0.01% 2014
2022
Q4 		$1.47M Sell
52,078
-22,721
-30% -$752K ﹤0.01% 1738
2022
Q3 		$2.33M Sell
74,799
-1,453
-2% -$54.7K ﹤0.01% 1363
2022
Q2 		$2.41M Sell
76,252
-9,656
-11% -$396K ﹤0.01% 1380
2022
Q1 		$4.75M Buy
85,908
+6,987
+9% +$357K 0.01% 1079
2021
Q4 		$4.02M Buy
+78,921
New +$4.38M 0.01% 1191

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

Stifel Financial's BROS Position: Q2 2026 in Review

Stifel Financial reduced its Dutch Bros (BROS) stake by 5.5% in Q2 2026, selling an estimated $504K and leaving 151,108 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #967.

Stifel Financial first reported a position in BROS in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q2 2025. 555 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Stifel Financial held 151,108 shares of Dutch Bros worth $10.9M as of Q2 2026.
  • Stifel Financial sold 8,780 Dutch Bros shares in Q2 2026, an estimated $504K.
  • Dutch Bros made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #967 holding.
  • Stifel Financial first reported a position in Dutch Bros in Q4 2021 and has held it in 19 quarters since.
  • Stifel Financial's Dutch Bros position peaked at $12.1M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.