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KESTRA PRIVATE WEALTH SERVICES, LLC → BROS
KESTRA PRIVATE WEALTH SERVICES, LLC BROS Position History
Dutch Bros Inc. • Consumer Cyclical
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.6M |
| Q2 2026 | $2.3M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 29.2K | — | — |
| Q2 2026 | $2.3M | 31.5K | — | — |
| Q1 2026 | $1.6M | 31.4K | — | — |
| Q4 2025 | $1.9M | 30.5K | — | — |
| Q3 2025 | $1.7M | 33.1K | — | — |
Other funds holding BROS
$760.5M
$619.3M
$600.9M
$539.6M
$323.4M
$289.1M
$276.6M
$276.6M