Bank of Montreal
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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
2024
Q2 		– Sell
-10,000
Closed -$473K – 3853
2024
Q1 		$473K Buy
+10,000
New +$478K ﹤0.01% 2475

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 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
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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. 175 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.
  • 175 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.