Jones Financial Companies
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Jones Financial Companies’s Birkenstock BIRK Stock Holding History

Jones Financial Companies’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 		$42.8K Buy
1,251
+288
+30% +$11.2K ﹤0.01% 2996
2025
Q4 		$39.4K Sell
963
-212
-18% -$8.98K ﹤0.01% 2642
2025
Q3 		$52.8K Sell
1,175
-400
-25% -$19.6K ﹤0.01% 2353
2025
Q2 		$77.9K Buy
1,575
+1,130
+254% +$58.1K ﹤0.01% 2041
2025
Q1 		$20.4K Buy
+445
New +$23.4K ﹤0.01% 2425

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 $298B AUM 21.96% 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

Jones Financial Companies's BIRK Position: Q1 2026 in Review

Jones Financial Companies increased its Birkenstock (BIRK) stake by 30% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,251 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Jones Financial Companies first reported a position in BIRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $77.9K in Q2 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Jones Financial Companies held 1,251 shares of Birkenstock worth $42.8K as of Q1 2026.
  • Jones Financial Companies bought 288 Birkenstock shares in Q1 2026, an estimated $11.2K.
  • Birkenstock made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2996 holding.
  • Jones Financial Companies first reported a position in Birkenstock in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Birkenstock position peaked at $77.9K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.