VAG
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VisionPoint Advisory Group’s Dutch Bros BROS Stock Holding History

VisionPoint Advisory Group’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 		$222K Buy
+3,096
New +$178K 0.04% 440
2024
Q3 		– Sell
-523
Closed -$21.7K – 311
2024
Q2 		$21.7K Buy
523
+145
+38% +$4.98K 0.01% 379
2024
Q1 		$12.5K Buy
378
+159
+73% +$4.69K ﹤0.01% 442
2023
Q4 		$6.94K Buy
+219
New +$5.96K ﹤0.01% 453

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

VisionPoint Advisory Group's BROS Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Dutch Bros (BROS) in Q2 2026: 3,096 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #440 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in BROS as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in BROS in Q4 2023 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • VisionPoint Advisory Group held 3,096 shares of Dutch Bros worth $222K as of Q2 2026.
  • Dutch Bros was a new VisionPoint Advisory Group position in Q2 2026.
  • Dutch Bros made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #440 holding.
  • VisionPoint Advisory Group first reported a position in Dutch Bros in Q4 2023 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.