VisionPoint Advisory Group
BROS icon

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
Q3 		– Sell
-3,096
Closed -$222K – 470
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

VisionPoint Advisory Group's BROS Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 3,096 shares — an estimated $222K sold.

VisionPoint Advisory Group first reported a position in BROS in Q4 2023 and held it in 4 quarters. The position peaked at $222K in Q2 2026. 92 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3,096 Dutch Bros shares in Q3 2026, an estimated $222K.
  • VisionPoint Advisory Group first reported a position in Dutch Bros in Q4 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Dutch Bros position peaked at $222K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.