VAS
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Vestmark Advisory Solutions’s Dutch Bros BROS Stock Holding History

Vestmark Advisory Solutions’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 		$1.38M Buy
19,184
+14,462
+306% +$830K 0.01% 865
2026
Q1 		$239K Sell
4,722
-5,084
-52% -$278K ﹤0.01% 1235
2025
Q4 		$600K Buy
+9,806
New +$557K 0.01% 946

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

Vestmark Advisory Solutions's BROS Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Dutch Bros (BROS) stake by 306% in Q2 2026, buying an estimated $830K and bringing the position to 19,184 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #865.

Vestmark Advisory Solutions first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Vestmark Advisory Solutions held 19,184 shares of Dutch Bros worth $1.38M as of Q2 2026.
  • Vestmark Advisory Solutions bought 14,462 Dutch Bros shares in Q2 2026, an estimated $830K.
  • Dutch Bros made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #865 holding.
  • Vestmark Advisory Solutions first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.