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Trust Point Inc’s Dutch Bros BROS Stock Holding History

Trust Point Inc’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 		$269K Sell
3,746
-752
-17% -$43.1K 0.02% 371
2026
Q1 		$228K Buy
4,498
+583
+15% +$31.9K 0.02% 473
2025
Q4 		$240K Buy
+3,915
New +$222K 0.02% 426

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Trust Point Inc's BROS Position: Q2 2026 in Review

Trust Point Inc reduced its Dutch Bros (BROS) stake by 17% in Q2 2026, selling an estimated $43.1K and leaving 3,746 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #371.

Trust Point Inc first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Trust Point Inc held 3,746 shares of Dutch Bros worth $269K as of Q2 2026.
  • Trust Point Inc sold 752 Dutch Bros shares in Q2 2026, an estimated $43.1K.
  • Dutch Bros made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #371 holding.
  • Trust Point Inc first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.