Birch Financial Group’s Sweetgreen SG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,767	Closed	-$85.9K	–	143
2025 Q3	$85.9K	Buy	+10,767	New	+$117K	0.05%	128

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Birch Financial Group's SG Position: Q4 2025 in Review

Birch Financial Group sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 10,767 shares — an estimated $85.9K sold.

Birch Financial Group first reported a position in SG in Q3 2025 and held it in 1 quarter. The position peaked at $85.9K in Q3 2025. 236 funds tracked by Wall St. Rank hold SG as of Q4 2025.

Birch Financial Group reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
Birch Financial Group sold 10,767 Sweetgreen shares in Q4 2025, an estimated $85.9K.
Birch Financial Group first reported a position in Sweetgreen in Q3 2025 and held it in 1 quarter.
Birch Financial Group's Sweetgreen position peaked at $85.9K in Q3 2025.
236 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.