Birch Financial Group’s Netflix NFLX Stock Holding History

Birch Financial Group’s Portfolio NFLX Stock Details NFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$487K	Sell	7,000 -1,465	-17%	-$110K	0.23%	69
2026 Q2	$604K	Buy	8,465 +196	+2%	+$17.3K	0.31%	60
2026 Q1	$795K	Sell	8,269 -1,450	-15%	-$128K	0.46%	49
2025 Q4	$911K	Buy	9,719 +689	+8%	+$74.3K	0.52%	41
2025 Q3	$1.08M	Buy	9,030 +3,330	+58%	+$406K	0.64%	34
2025 Q2	$764K	Buy	5,700 +600	+12%	+$67.8K	0.61%	40
2025 Q1	$476K	Buy	5,100 +2,020	+66%	+$192K	0.42%	54
2024 Q4	$274K	Buy	+3,080	New	+$254K	0.31%	71

Other funds holding NFLX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Birch Financial Group's NFLX Position: Q3 2026 in Review

Birch Financial Group reduced its Netflix (NFLX) stake by 17% in Q3 2026, selling an estimated $110K and leaving 7,000 shares worth $487K. The position accounts for 0.23% of the portfolio, ranked #69.

Birch Financial Group first reported a position in NFLX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2025. 2,635 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

Birch Financial Group held 7,000 shares of Netflix worth $487K as of Q3 2026.
Birch Financial Group sold 1,465 Netflix shares in Q3 2026, an estimated $110K.
Netflix made up 0.23% of Birch Financial Group's portfolio in Q3 2026, its #69 holding.
Birch Financial Group first reported a position in Netflix in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's Netflix position peaked at $1.08M in Q3 2025.
2,635 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.