James T. Borello RIA
BROS icon

James T. Borello RIA’s Dutch Bros BROS Stock Holding History

James T. Borello RIA’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 		$39 Sell
1
-15
-94% -$808 ﹤0.01% 1268
2026
Q2 		$1.15K Sell
16
-10
-38% -$574 ﹤0.01% 1007
2026
Q1 		$1.32K Buy
+26
New +$1.42K ﹤0.01% 973

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

James T. Borello RIA's BROS Position: Q3 2026 in Review

James T. Borello RIA reduced its Dutch Bros (BROS) stake by 94% in Q3 2026, selling an estimated $808 and leaving 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

James T. Borello RIA first reported a position in BROS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.32K in Q1 2026. 92 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • James T. Borello RIA held 1 share of Dutch Bros worth $39 as of Q3 2026.
  • James T. Borello RIA sold 15 Dutch Bros shares in Q3 2026, an estimated $808.
  • Dutch Bros made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1268 holding.
  • James T. Borello RIA first reported a position in Dutch Bros in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Dutch Bros position peaked at $1.32K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.