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UMB Bank’s Dutch Bros BROS Stock Holding History

UMB Bank’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 		$95.7K Buy
1,333
+330
+33% +$18.9K ﹤0.01% 1059
2026
Q1 		$50.8K Buy
1,003
+985
+5,472% +$53.9K ﹤0.01% 1255
2025
Q4 		$1.1K Buy
+18
New +$1.02K ﹤0.01% 2205
2025
Q2 		– Sell
-2
Closed -$123 – 2131
2025
Q1 		$123 Buy
+2
New +$132 ﹤0.01% 2094

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

UMB Bank's BROS Position: Q2 2026 in Review

UMB Bank increased its Dutch Bros (BROS) stake by 33% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,333 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

UMB Bank first reported a position in BROS in Q1 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • UMB Bank held 1,333 shares of Dutch Bros worth $95.7K as of Q2 2026.
  • UMB Bank bought 330 Dutch Bros shares in Q2 2026, an estimated $18.9K.
  • Dutch Bros made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1059 holding.
  • UMB Bank first reported a position in Dutch Bros in Q1 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.