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Farther Finance Advisors’s Birkenstock BIRK Stock Holding History

Farther Finance 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 		$9.79K Buy
302
+130
+76% +$4.88K ﹤0.01% 4630
2026
Q2 		$7.4K Buy
172
+137
+391% +$5.54K ﹤0.01% 4601
2026
Q1 		$1.25K Sell
35
-23
-40% -$897 ﹤0.01% 5041
2025
Q4 		$2.37K Buy
58
+35
+152% +$1.48K ﹤0.01% 4625
2025
Q3 		$1.04K Sell
23
-1
-4% -$49 ﹤0.01% 4360
2025
Q2 		$1.18K Buy
24
+1
+4% +$51 ﹤0.01% 3863
2025
Q1 		$1.06K Hold
23
– – ﹤0.01% 3593
2024
Q4 		$1.3K Buy
+23
New +$1.17K ﹤0.01% 3164

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's BIRK Position: Q3 2026 in Review

Farther Finance Advisors increased its Birkenstock (BIRK) stake by 76% in Q3 2026, buying an estimated $4.88K and bringing the position to 302 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4630.

Farther Finance Advisors first reported a position in BIRK in Q4 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • Farther Finance Advisors held 302 shares of Birkenstock worth $9.79K as of Q3 2026.
  • Farther Finance Advisors bought 130 Birkenstock shares in Q3 2026, an estimated $4.88K.
  • Birkenstock made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4630 holding.
  • Farther Finance Advisors first reported a position in Birkenstock in Q4 2024 and has held it in 8 quarters since.
  • 13 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

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