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Planning Strategies Inc.’s Dutch Bros BROS Stock Holding History

Planning Strategies Inc.’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 		$431 Buy
+6
New +$344 ﹤0.01% 883

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s BROS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dutch Bros (BROS) in Q2 2026: 6 shares worth $431. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

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

  • Planning Strategies Inc. held 6 shares of Dutch Bros worth $431 as of Q2 2026.
  • Dutch Bros was a new Planning Strategies Inc. position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #883 holding.
  • 153 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.