Kestra Advisory Services
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Kestra Advisory Services’s Birkenstock BIRK Stock Holding History

Kestra Advisory Services’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
-1,032
Closed -$42.2K – 3253
2025
Q4 		$42.2K Buy
+1,032
New +$43.7K ﹤0.01% 4051

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

Kestra Advisory Services's BIRK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 1,032 shares — an estimated $42.2K sold.

Kestra Advisory Services first reported a position in BIRK in Q4 2025 and held it in 1 quarter. The position peaked at $42.2K in Q4 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Kestra Advisory Services reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,032 Birkenstock shares in Q1 2026, an estimated $42.2K.
  • Kestra Advisory Services first reported a position in Birkenstock in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Birkenstock position peaked at $42.2K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.