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Wealth Alliance’s Dutch Bros BROS Stock Holding History

Wealth Alliance’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 		$217K Buy
+3,016
New +$173K 0.02% 537

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

Wealth Alliance's BROS Position: Q2 2026 in Review

Wealth Alliance opened a new position in Dutch Bros (BROS) in Q2 2026: 3,016 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings.

550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Wealth Alliance held 3,016 shares of Dutch Bros worth $217K as of Q2 2026.
  • Dutch Bros was a new Wealth Alliance position in Q2 2026.
  • Dutch Bros made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #537 holding.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.