JFS Wealth Advisors’s Birkenstock BIRK Stock Holding History

JFS Wealth 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 Q2	$1.64K	Hold	38	–	–	﹤0.01%	1670
2026 Q1	$1.36K	Buy	38 +19	+100%	+$741	﹤0.01%	1605
2025 Q4	$778	Buy	19 +18	+1,800%	+$762	﹤0.01%	1745
2025 Q3	$46	Sell	1 -1	-50%	-$49	﹤0.01%	1872
2025 Q2	$99	Buy	+2	New	+$103	﹤0.01%	1812

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's BIRK Position: Q2 2026 in Review

JFS Wealth Advisors held its Birkenstock (BIRK) position steady in Q2 2026 at 38 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

JFS Wealth Advisors first reported a position in BIRK in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

JFS Wealth Advisors held 38 shares of Birkenstock worth $1.64K as of Q2 2026.
JFS Wealth Advisors left its Birkenstock share count unchanged in Q2 2026.
Birkenstock made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1670 holding.
JFS Wealth Advisors first reported a position in Birkenstock in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.