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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
Q1 		$4.51K 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

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

Larson Financial Group's BIRK Position: Q1 2026 in Review

Larson Financial Group reduced its Birkenstock (BIRK) stake by 22% in Q1 2026, selling an estimated $1.4K and leaving 126 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Larson Financial Group first reported a position in BIRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.63K in Q4 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Larson Financial Group held 126 shares of Birkenstock worth $4.51K as of Q1 2026.
  • Larson Financial Group sold 36 Birkenstock shares in Q1 2026, an estimated $1.4K.
  • Birkenstock made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2656 holding.
  • Larson Financial Group first reported a position in Birkenstock in Q3 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Birkenstock position peaked at $6.63K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

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