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Bare Financial Services’s Birkenstock BIRK Stock Holding History

Bare Financial Services’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 		$3.96K Sell
92
-34
-27% -$1.37K ﹤0.01% 936
2026
Q1 		$4.51K Buy
126
+64
+103% +$2.5K ﹤0.01% 696
2025
Q4 		$2.54K Buy
+62
New +$2.63K ﹤0.01% 781

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

Bare Financial Services's BIRK Position: Q2 2026 in Review

Bare Financial Services reduced its Birkenstock (BIRK) stake by 27% in Q2 2026, selling an estimated $1.37K and leaving 92 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Bare Financial Services first reported a position in BIRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.51K in Q1 2026. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Bare Financial Services held 92 shares of Birkenstock worth $3.96K as of Q2 2026.
  • Bare Financial Services sold 34 Birkenstock shares in Q2 2026, an estimated $1.37K.
  • Birkenstock made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #936 holding.
  • Bare Financial Services first reported a position in Birkenstock in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Birkenstock position peaked at $4.51K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.