Back to BROS
PRINCIPAL FINANCIAL GROUP INC → BROS
PRINCIPAL FINANCIAL GROUP INC BROS Position History
Dutch Bros Inc. • Consumer Cyclical
Quarters held
6
Latest value
$11.4M
Q3 2026
Peak value
$23.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $182K |
| Q3 2025 | $3.4M |
| Q1 2026 | $14.2M |
| Q1 2026 | $268K |
| Q2 2026 | $23.9M |
| Q3 2026 | $11.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.4M | 295.8K | — | — |
| Q2 2026 | $23.9M | 332.9K | — | — |
| Q1 2026 | $268K | 5.3K | — | — |
| Q1 2026 | $14.2M | 280.1K | — | — |
| Q3 2025 | $3.4M | 64.6K | — | — |
| Q3 2025 | $182K | 3.5K | — | — |
Other funds holding BROS
$760.5M
$619.3M
$600.9M
$539.6M
$323.4M
$289.1M
$276.6M
$276.6M