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Jefferies Financial Group’s Birkenstock BIRK Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-6,229
Closed -$255K – 1758
2025
Q4 		$255K Buy
+6,229
New +$264K ﹤0.01% 1541

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 $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jefferies Financial Group's BIRK Position: Q1 2026 in Review

Jefferies Financial Group sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 6,229 shares — an estimated $255K sold.

Jefferies Financial Group first reported a position in BIRK in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Jefferies Financial Group reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 6,229 Birkenstock shares in Q1 2026, an estimated $255K.
  • Jefferies Financial Group first reported a position in Birkenstock in Q4 2025 and held it in 1 quarter.
  • Jefferies Financial Group's Birkenstock position peaked at $255K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.