Birch Financial Group
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Birch Financial Group’s SpaceX SPCX Stock Holding History

Birch Financial Group’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$394K Buy
2,615
+236
+10% +$32.7K 0.18% 81
2026
Q2 		$406K Buy
+2,379
New +$404K 0.21% 85

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Temasek Holdings
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Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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Bank of New York Mellon
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Birch Financial Group's SPCX Position: Q3 2026 in Review

Birch Financial Group increased its SpaceX (SPCX) stake by 9.9% in Q3 2026, buying an estimated $32.7K and bringing the position to 2,615 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #81.

Birch Financial Group first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $406K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Birch Financial Group held 2,615 shares of SpaceX worth $394K as of Q3 2026.
  • Birch Financial Group bought 236 SpaceX shares in Q3 2026, an estimated $32.7K.
  • SpaceX made up 0.18% of Birch Financial Group's portfolio in Q3 2026, its #81 holding.
  • Birch Financial Group first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • Birch Financial Group's SpaceX position peaked at $406K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

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