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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
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 $3.61B AUM 21.02% 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

Keynote Financial Services's BIRK Position: Q1 2026 in Review

Keynote Financial Services increased its Birkenstock (BIRK) stake by 0.39% in Q1 2026, buying an estimated $1.75K and bringing the position to 11,619 shares worth $416K. 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 3 quarters since. The position peaked at $519K in Q3 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Keynote Financial Services held 11,619 shares of Birkenstock worth $416K as of Q1 2026.
  • Keynote Financial Services bought 45 Birkenstock shares in Q1 2026, an estimated $1.75K.
  • Birkenstock made up 0.22% of Keynote Financial Services's portfolio in Q1 2026, its #106 holding.
  • Keynote Financial Services first reported a position in Birkenstock in Q3 2025 and has held it in 3 quarters since.
  • Keynote Financial Services's Birkenstock position peaked at $519K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.