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Global Retirement Partners’s Smartbird Inc BIRD Stock Holding History

Global Retirement Partners’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25
Closed -$266 – 3886
2025
Q2 		$266 Buy
+25
New +$175 ﹤0.01% 3648
2024
Q1 		– Sell
-107
Closed -$2.12K – 3396
2023
Q4 		$2.12K Hold
107
– – ﹤0.01% 2648
2023
Q3 		$2.25K Hold
107
– – ﹤0.01% 2494
2023
Q2 		$2.7K Hold
107
– – ﹤0.01% 2426
2023
Q1 		$2.65K Buy
107
+34
+47% +$1.57K ﹤0.01% 2398
2022
Q4 		$3.55K Hold
73
– – ﹤0.01% 2148
2022
Q3 		$5K Buy
73
+15
+26% +$1.33K ﹤0.01% 1907
2022
Q2 		$5K Hold
58
– – ﹤0.01% 1862
2022
Q1 		$5K Buy
+58
New +$11.4K ﹤0.01% 1865

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
PDT Partners New York $1.69B AUM 74.01% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Global Retirement Partners's BIRD Position: Q3 2025 in Review

Global Retirement Partners sold out of Smartbird Inc (BIRD) in Q3 2025, closing a stake of 25 shares — an estimated $266 sold.

Global Retirement Partners first reported a position in BIRD in Q1 2022 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 45 funds tracked by Wall St. Rank hold BIRD as of Q3 2025.

  • Global Retirement Partners reported no remaining Smartbird Inc position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 25 Smartbird Inc shares in Q3 2025, an estimated $266.
  • Global Retirement Partners first reported a position in Smartbird Inc in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's Smartbird Inc position peaked at $5K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.