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Swiss Life Asset Management’s Dutch Bros BROS Stock Holding History

Swiss Life 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 		$604K Buy
8,416
+870
+12% +$49.9K ﹤0.01% 872
2026
Q1 		$382K Buy
7,546
+1,628
+28% +$89K ﹤0.01% 986
2025
Q4 		$362K Buy
5,918
+375
+7% +$21.3K ﹤0.01% 929
2025
Q3 		$290K Buy
5,543
+2,503
+82% +$158K ﹤0.01% 930
2025
Q2 		$208K Buy
+3,040
New +$198K ﹤0.01% 816

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's BROS Position: Q2 2026 in Review

Swiss Life Asset Management increased its Dutch Bros (BROS) stake by 12% in Q2 2026, buying an estimated $49.9K and bringing the position to 8,416 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Swiss Life Asset Management first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Swiss Life Asset Management held 8,416 shares of Dutch Bros worth $604K as of Q2 2026.
  • Swiss Life Asset Management bought 870 Dutch Bros shares in Q2 2026, an estimated $49.9K.
  • Dutch Bros made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #872 holding.
  • Swiss Life Asset Management first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.