Cetera Investment Advisers
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Cetera Investment Advisers’s Birkenstock BIRK Stock Holding History

Cetera Investment Advisers’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Buy
+5,729
New +$231K ﹤0.01% 4322
2025
Q4 		– Sell
-13,775
Closed -$623K – 4709
2025
Q3 		$623K Buy
+13,775
New +$674K ﹤0.01% 3202

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's BIRK Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Birkenstock (BIRK) in Q2 2026: 5,729 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #4322 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in BIRK as recently as Q3 2025.

Cetera Investment Advisers first reported a position in BIRK in Q3 2025 and has held it in 2 quarters since. The position peaked at $623K in Q3 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Cetera Investment Advisers held 5,729 shares of Birkenstock worth $247K as of Q2 2026.
  • Birkenstock was a new Cetera Investment Advisers position in Q2 2026.
  • Birkenstock made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4322 holding.
  • Cetera Investment Advisers first reported a position in Birkenstock in Q3 2025 and has held it in 2 quarters since.
  • Cetera Investment Advisers's Birkenstock position peaked at $623K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.