Bank of Montreal’s Birkenstock BIRK Stock Holding History

Bank of Montreal’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	$992K	Buy	23,062 +3,394	+17%	+$137K	﹤0.01%	2090
2026 Q1	$705K	Sell	19,668 -3,384	-15%	-$132K	﹤0.01%	2225
2025 Q4	$943K	Buy	23,052 +6,628	+40%	+$281K	﹤0.01%	2010
2025 Q3	$743K	Buy	16,424 +4,003	+32%	+$196K	﹤0.01%	2094
2025 Q2	$611K	Sell	12,421 -21,818	-64%	-$1.12M	﹤0.01%	2160
2025 Q1	$1.57M	Buy	34,239 +5,718	+20%	+$301K	﹤0.01%	1614
2024 Q4	$1.62M	Sell	28,521 -4,845	-15%	-$246K	﹤0.01%	1629
2024 Q3	$1.64M	Buy	+33,366	New	+$1.82M	﹤0.01%	1789
2024 Q2	–	Sell	-15,498	Closed	-$733K	–	3852
2024 Q1	$733K	Buy	+15,498	New	+$740K	﹤0.01%	2186

Other funds holding BIRK

CMC

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's BIRK Position: Q2 2026 in Review

Bank of Montreal increased its Birkenstock (BIRK) stake by 17% in Q2 2026, buying an estimated $137K and bringing the position to 23,062 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Bank of Montreal first reported a position in BIRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q3 2024. 223 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Bank of Montreal held 23,062 shares of Birkenstock worth $992K as of Q2 2026.
Bank of Montreal bought 3,394 Birkenstock shares in Q2 2026, an estimated $137K.
Birkenstock made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2090 holding.
Bank of Montreal first reported a position in Birkenstock in Q1 2024 and has held it in 9 quarters since.
Bank of Montreal's Birkenstock position peaked at $1.64M in Q3 2024.
223 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.