Birch Financial Group
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Birch Financial Group’s SharkNinja SN Stock Holding History

Birch Financial Group’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$164K Buy
+908
New +$153K 0.08% 156
2026
Q2 		– Sell
-1,955
Closed -$207K – 148
2026
Q1 		$207K Buy
+1,955
New +$229K 0.12% 130

Other funds holding SN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
MRG
Milestone Resources Group Road Town Tortola, British Virgin Islands $1.48B AUM 3.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Birch Financial Group opened a new position in SharkNinja (SN) in Q3 2026: 908 shares worth $164K. The stake represents 0.08% of the portfolio and ranks #156 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in SN as recently as Q1 2026.

Birch Financial Group first reported a position in SN in Q1 2026 and has held it in 2 quarters since. The position peaked at $207K in Q1 2026. 298 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Birch Financial Group held 908 shares of SharkNinja worth $164K as of Q3 2026.
  • SharkNinja was a new Birch Financial Group position in Q3 2026.
  • SharkNinja made up 0.08% of Birch Financial Group's portfolio in Q3 2026, its #156 holding.
  • Birch Financial Group first reported a position in SharkNinja in Q1 2026 and has held it in 2 quarters since.
  • Birch Financial Group's SharkNinja position peaked at $207K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

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