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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
2025
Q4 		– Sell
-40,000
Closed -$1.81M – 1861
2025
Q3 		$1.81M Buy
+40,000
New +$1.96M 0.01% 678
2025
Q2 		– Sell
-81,000
Closed -$3.71M – 1317
2025
Q1 		$3.71M Buy
+81,000
New +$4.27M 0.03% 384

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's BIRK Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Birkenstock (BIRK) in Q2 2026: 12,229 shares worth $526K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BIRK as recently as Q4 2025.

Jefferies Financial Group first reported a position in BIRK in Q4 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Jefferies Financial Group held 12,229 shares of Birkenstock worth $526K as of Q2 2026.
  • Birkenstock was a new Jefferies Financial Group position in Q2 2026.
  • Birkenstock made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1234 holding.
  • Jefferies Financial Group first reported a position in Birkenstock in Q4 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.