Bank of America’s Birkenstock BIRK Stock Holding History

Bank of America’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	$27.4M	Sell	765,230 -666,191	-47%	-$26M	﹤0.01%	2123
2025 Q4	$58.5M	Buy	1,431,421 +114,858	+9%	+$4.86M	﹤0.01%	1448
2025 Q3	$59.6M	Sell	1,316,563 -37,022	-3%	-$1.81M	﹤0.01%	1587
2025 Q2	$66.6M	Buy	1,353,585 +537,090	+66%	+$27.6M	﹤0.01%	1468
2025 Q1	$37.4M	Buy	816,495 +473,625	+138%	+$24.9M	﹤0.01%	1846
2024 Q4	$19.4M	Sell	342,870 -555,662	-62%	-$28.2M	﹤0.01%	2327
2024 Q3	$44.3M	Buy	898,532 +749,582	+503%	+$40.8M	﹤0.01%	1671
2024 Q2	$8.1M	Sell	148,950 -11,430	-7%	-$567K	﹤0.01%	3160
2024 Q1	$7.58M	Buy	160,380 +41,788	+35%	+$2M	﹤0.01%	3244
2023 Q4	$5.78M	Buy	+118,592	New	+$5.13M	﹤0.01%	3438

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's BIRK Position: Q1 2026 in Review

Bank of America reduced its Birkenstock (BIRK) stake by 47% in Q1 2026, selling an estimated $26M and leaving 765,230 shares worth $27.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Bank of America first reported a position in BIRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.6M in Q2 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Bank of America held 765,230 shares of Birkenstock worth $27.4M as of Q1 2026.
Bank of America sold 666,191 Birkenstock shares in Q1 2026, an estimated $26M.
Birkenstock made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2123 holding.
Bank of America first reported a position in Birkenstock in Q4 2023 and has held it in 10 quarters since.
Bank of America's Birkenstock position peaked at $66.6M in Q2 2025.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.