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Summit Trail Advisors’s Dutch Bros BROS Stock Holding History

Summit Trail Advisors’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 		$420K Buy
8,288
+1,441
+21% +$78.8K 0.01% 1217
2025
Q4 		$419K Buy
6,847
+499
+8% +$28.4K 0.01% 1129
2025
Q3 		$332K Buy
+6,348
New +$401K ﹤0.01% 1177

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

Summit Trail Advisors's BROS Position: Q1 2026 in Review

Summit Trail Advisors increased its Dutch Bros (BROS) stake by 21% in Q1 2026, buying an estimated $78.8K and bringing the position to 8,288 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1217.

Summit Trail Advisors first reported a position in BROS in Q3 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Summit Trail Advisors held 8,288 shares of Dutch Bros worth $420K as of Q1 2026.
  • Summit Trail Advisors bought 1,441 Dutch Bros shares in Q1 2026, an estimated $78.8K.
  • Dutch Bros made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1217 holding.
  • Summit Trail Advisors first reported a position in Dutch Bros in Q3 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.