KFS
BIRK icon

Keynote Financial Services’s Birkenstock BIRK Stock Holding History

Keynote Financial 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
Q2 		$462K Sell
10,744
-875
-8% -$35.4K 0.22% 106
2026
Q1 		$416K Buy
11,619
+45
+0.4% +$1.75K 0.22% 106
2025
Q4 		$473K Buy
11,574
+108
+0.9% +$4.57K 0.26% 97
2025
Q3 		$519K Buy
+11,466
New +$561K 0.31% 91

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

Keynote Financial Services's BIRK Position: Q2 2026 in Review

Keynote Financial Services reduced its Birkenstock (BIRK) stake by 7.5% in Q2 2026, selling an estimated $35.4K and leaving 10,744 shares worth $462K. The position accounts for 0.22% of the portfolio, ranked #106.

Keynote Financial Services first reported a position in BIRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $519K in Q3 2025. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Keynote Financial Services held 10,744 shares of Birkenstock worth $462K as of Q2 2026.
  • Keynote Financial Services sold 875 Birkenstock shares in Q2 2026, an estimated $35.4K.
  • Birkenstock made up 0.22% of Keynote Financial Services's portfolio in Q2 2026, its #106 holding.
  • Keynote Financial Services first reported a position in Birkenstock in Q3 2025 and has held it in 4 quarters since.
  • Keynote Financial Services's Birkenstock position peaked at $519K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.