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Allworth Financial’s Birkenstock BIRK Stock Holding History

Allworth Financial’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9K Buy
370
+80
+28% +$3.23K ﹤0.01% 3377
2026
Q1 		$10.4K Buy
290
+104
+56% +$4.05K ﹤0.01% 3471
2025
Q4 		$7.61K Buy
186
+148
+389% +$6.27K ﹤0.01% 3440
2025
Q3 		$1.72K Buy
38
+13
+52% +$636 ﹤0.01% 4073
2025
Q2 		$1.23K Sell
25
-25
-50% -$1.28K ﹤0.01% 3897
2025
Q1 		$2.51K Hold
50
– – ﹤0.01% 3112
2024
Q4 		$2.92K Hold
50
– – ﹤0.01% 3002
2024
Q3 		$2.46K Sell
50
-20
-29% -$1.09K ﹤0.01% 2873
2024
Q2 		$3.8K Buy
70
+50
+250% +$2.48K ﹤0.01% 2641
2024
Q1 		$945 Buy
+20
New +$955 ﹤0.01% 3099

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's BIRK Position: Q2 2026 in Review

Allworth Financial increased its Birkenstock (BIRK) stake by 28% in Q2 2026, buying an estimated $3.23K and bringing the position to 370 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

Allworth Financial first reported a position in BIRK in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Allworth Financial held 370 shares of Birkenstock worth $15.9K as of Q2 2026.
  • Allworth Financial bought 80 Birkenstock shares in Q2 2026, an estimated $3.23K.
  • Birkenstock made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3377 holding.
  • Allworth Financial first reported a position in Birkenstock in Q1 2024 and has held it in 10 quarters since.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.