UMB Bank
BROS icon

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
Q3 		$231 Sell
6
-1,327
-100% -$71.5K ﹤0.01% 2282
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UMB Bank's BROS Position: Q3 2026 in Review

UMB Bank reduced its Dutch Bros (BROS) stake by 100% in Q3 2026, selling an estimated $71.5K and leaving 6 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

UMB Bank first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. The position peaked at $95.7K in Q2 2026. 238 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • UMB Bank held 6 shares of Dutch Bros worth $231 as of Q3 2026.
  • UMB Bank sold 1,327 Dutch Bros shares in Q3 2026, an estimated $71.5K.
  • Dutch Bros made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2282 holding.
  • UMB Bank first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • UMB Bank's Dutch Bros position peaked at $95.7K in Q2 2026.
  • 238 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.