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
Q2 		$1.04M Buy
14,496
+1,035
+8% +$59.4K ﹤0.01% 1752
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

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

Truist Financial's BROS Position: Q2 2026 in Review

Truist Financial increased its Dutch Bros (BROS) stake by 7.7% in Q2 2026, buying an estimated $59.4K and bringing the position to 14,496 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Truist Financial first reported a position in BROS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2024. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Truist Financial held 14,496 shares of Dutch Bros worth $1.04M as of Q2 2026.
  • Truist Financial bought 1,035 Dutch Bros shares in Q2 2026, an estimated $59.4K.
  • Dutch Bros made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1752 holding.
  • Truist Financial first reported a position in Dutch Bros in Q1 2022 and has held it in 18 quarters since.
  • Truist Financial's Dutch Bros position peaked at $1.55M in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.