Clearstead Trust’s Birkenstock BIRK Stock Holding History

Clearstead Trust’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 Q3	$4.83K	Buy	+149	New	+$5.59K	﹤0.01%	822

Other funds holding BIRK

Catterton Management Company Greenwich, Connecticut $2.38B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Clearstead Trust's BIRK Position: Q3 2026 in Review

Clearstead Trust opened a new position in Birkenstock (BIRK) in Q3 2026: 149 shares worth $4.83K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

116 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

Clearstead Trust held 149 shares of Birkenstock worth $4.83K as of Q3 2026.
Birkenstock was a new Clearstead Trust position in Q3 2026.
Birkenstock made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #822 holding.
116 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.