Truist Financial
BROS icon

Truist Financial’s Dutch Bros BROS Stock Holding History

Truist 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
Q1 		$682K Sell
13,461
-635
-5% -$34.7K ﹤0.01% 1901
2025
Q4 		$863K Buy
14,096
+25
+0.2% +$1.42K ﹤0.01% 1746
2025
Q3 		$736K Sell
14,071
-819
-6% -$51.8K ﹤0.01% 1824
2025
Q2 		$1.02M Sell
14,890
-2,388
-14% -$156K ﹤0.01% 1590
2025
Q1 		$1.07M Sell
17,278
-12,290
-42% -$809K ﹤0.01% 1488
2024
Q4 		$1.55M Buy
29,568
+95
+0.3% +$4.19K ﹤0.01% 1356
2024
Q3 		$944K Buy
29,473
+814
+3% +$28.7K ﹤0.01% 1555
2024
Q2 		$1.19M Sell
28,659
-2,547
-8% -$87.5K ﹤0.01% 1517
2024
Q1 		$1.03M Buy
31,206
+20,359
+188% +$601K ﹤0.01% 1601
2023
Q4 		$344K Sell
10,847
-741
-6% -$20.2K ﹤0.01% 2216
2023
Q3 		$269K Sell
11,588
-665
-5% -$18.9K ﹤0.01% 2309
2023
Q2 		$349K Buy
12,253
+1,796
+17% +$53.3K ﹤0.01% 2163
2023
Q1 		$331K Buy
10,457
+2,299
+28% +$77.8K ﹤0.01% 2218
2022
Q4 		$230K Sell
8,158
-2,078
-20% -$68.7K ﹤0.01% 2360
2022
Q3 		$319K Buy
10,236
+386
+4% +$14.5K ﹤0.01% 2053
2022
Q2 		$312K Buy
9,850
+2,917
+42% +$120K ﹤0.01% 2193
2022
Q1 		$383K Buy
+6,933
New +$354K ﹤0.01% 2151

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

Truist Financial's BROS Position: Q1 2026 in Review

Truist Financial reduced its Dutch Bros (BROS) stake by 4.5% in Q1 2026, selling an estimated $34.7K and leaving 13,461 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Truist Financial first reported a position in BROS in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.55M in Q4 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Truist Financial held 13,461 shares of Dutch Bros worth $682K as of Q1 2026.
  • Truist Financial sold 635 Dutch Bros shares in Q1 2026, an estimated $34.7K.
  • Dutch Bros made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1901 holding.
  • Truist Financial first reported a position in Dutch Bros in Q1 2022 and has held it in 17 quarters since.
  • Truist Financial's Dutch Bros position peaked at $1.55M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.