WF
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WoodTrust Financial’s Dutch Bros BROS Stock Holding History

WoodTrust Financial’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 		$270K Hold
7,000
– – 0.03% 158
2026
Q2 		$503K Hold
7,000
– – 0.06% 116
2026
Q1 		$355K Hold
7,000
– – 0.05% 129
2025
Q4 		$429K Hold
7,000
– – 0.05% 131
2025
Q3 		$366K Hold
7,000
– – 0.04% 135
2025
Q2 		$479K Sell
7,000
-1,100
-14% -$71.8K 0.06% 106
2025
Q1 		$500K Sell
8,100
-2,000
-20% -$132K 0.07% 115
2024
Q4 		$529K Hold
10,100
– – 0.07% 114
2024
Q3 		$324K Hold
10,100
– – 0.05% 136
2024
Q2 		$418K Hold
10,100
– – 0.07% 121
2024
Q1 		$333K Buy
10,100
+1,550
+18% +$45.7K 0.05% 132
2023
Q4 		$271K Buy
+8,550
New +$233K 0.05% 142

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WoodTrust Financial's BROS Position: Q3 2026 in Review

WoodTrust Financial held its Dutch Bros (BROS) position steady in Q3 2026 at 7,000 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #158.

WoodTrust Financial first reported a position in BROS in Q4 2023 and has held it in 12 quarters since. The position peaked at $529K in Q4 2024. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • WoodTrust Financial held 7,000 shares of Dutch Bros worth $270K as of Q3 2026.
  • WoodTrust Financial left its Dutch Bros share count unchanged in Q3 2026.
  • Dutch Bros made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #158 holding.
  • WoodTrust Financial first reported a position in Dutch Bros in Q4 2023 and has held it in 12 quarters since.
  • WoodTrust Financial's Dutch Bros position peaked at $529K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.