Larson Financial Group
BIRK icon

Larson Financial Group’s Birkenstock BIRK Stock Holding History

Larson Financial Group’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
Q3 		$194 Sell
6
-136
-96% -$5.1K ﹤0.01% 3705
2026
Q2 		$6.11K Buy
142
+16
+13% +$646 ﹤0.01% 2679
2026
Q1 		$4.52K Sell
126
-36
-22% -$1.4K ﹤0.01% 2656
2025
Q4 		$6.63K Buy
162
+142
+710% +$6.01K ﹤0.01% 2342
2025
Q3 		$905 Buy
+20
New +$979 ﹤0.01% 2949

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Summerhill Capital Management
Summerhill Capital Management Toronto, Ontario, Canada $132M AUM 49.3% 1-Year Est. Return

Larson Financial Group's BIRK Position: Q3 2026 in Review

Larson Financial Group reduced its Birkenstock (BIRK) stake by 96% in Q3 2026, selling an estimated $5.1K and leaving 6 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

Larson Financial Group first reported a position in BIRK in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.63K in Q4 2025. 93 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • Larson Financial Group held 6 shares of Birkenstock worth $194 as of Q3 2026.
  • Larson Financial Group sold 136 Birkenstock shares in Q3 2026, an estimated $5.1K.
  • Birkenstock made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3705 holding.
  • Larson Financial Group first reported a position in Birkenstock in Q3 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Birkenstock position peaked at $6.63K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.