Janney Montgomery Scott
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Janney Montgomery Scott’s Birkenstock BIRK Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-5,200
Closed -$235K – 2921
2025
Q3 		$235K Buy
+5,200
New +$254K ﹤0.01% 2636

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Janney Montgomery Scott's BIRK Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 5,200 shares — an estimated $235K sold.

Janney Montgomery Scott first reported a position in BIRK in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

  • Janney Montgomery Scott reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,200 Birkenstock shares in Q4 2025, an estimated $235K.
  • Janney Montgomery Scott first reported a position in Birkenstock in Q3 2025 and held it in 1 quarter.
  • Janney Montgomery Scott's Birkenstock position peaked at $235K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.