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CoreCap Advisors’s Birkenstock BIRK Stock Holding History

CoreCap Advisors’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 		$421 Hold
13
– – ﹤0.01% 2843
2026
Q2 		$559 Buy
+13
New +$525 ﹤0.01% 2834

Other funds holding BIRK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors's BIRK Position: Q3 2026 in Review

CoreCap Advisors held its Birkenstock (BIRK) position steady in Q3 2026 at 13 shares worth $421. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

CoreCap Advisors first reported a position in BIRK in Q2 2026 and has held it in 2 quarters since. The position peaked at $559 in Q2 2026. 13 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • CoreCap Advisors held 13 shares of Birkenstock worth $421 as of Q3 2026.
  • CoreCap Advisors left its Birkenstock share count unchanged in Q3 2026.
  • Birkenstock made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2843 holding.
  • CoreCap Advisors first reported a position in Birkenstock in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Birkenstock position peaked at $559 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.