Birch Financial Group’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Birch Financial Group's NFLX Position: Q2 2026 in Review

Birch Financial Group increased its Netflix (NFLX) stake by 2.4% in Q2 2026, buying an estimated $17.3K and bringing the position to 8,465 shares worth $604K. The position accounts for 0.31% of the portfolio, ranked #60.

Birch Financial Group first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Birch Financial Group held 8,465 shares of Netflix worth $604K as of Q2 2026.
  • Birch Financial Group bought 196 Netflix shares in Q2 2026, an estimated $17.3K.
  • Netflix made up 0.31% of Birch Financial Group's portfolio in Q2 2026, its #60 holding.
  • Birch Financial Group first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Netflix position peaked at $1.08M in Q3 2025.
  • 1,556 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.