Bank Julius Baer & Co
BIRK icon

Bank Julius Baer & Co’s Birkenstock BIRK Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-602
Closed -$24.6K – 679
2025
Q4 		$24.6K Hold
602
– – ﹤0.01% 608
2025
Q3 		$27.2K Buy
+602
New +$29.5K ﹤0.01% 616
2025
Q1 		– Sell
-548
Closed -$34.3K – 620
2024
Q4 		$34.3K Buy
+548
New +$27.8K ﹤0.01% 581

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BAMCO Inc
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Fidelity Investments
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank Julius Baer & Co's BIRK Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 602 shares — an estimated $24.6K sold.

Bank Julius Baer & Co first reported a position in BIRK in Q4 2024 and held it in 3 quarters. The position peaked at $34.3K in Q4 2024. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 602 Birkenstock shares in Q1 2026, an estimated $24.6K.
  • Bank Julius Baer & Co first reported a position in Birkenstock in Q4 2024 and held it in 3 quarters.
  • Bank Julius Baer & Co's Birkenstock position peaked at $34.3K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.