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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
Q2 		$6.11K Buy
142
+16
+13% +$646 ﹤0.01% 2679
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
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

Larson Financial Group's BIRK Position: Q2 2026 in Review

Larson Financial Group increased its Birkenstock (BIRK) stake by 13% in Q2 2026, buying an estimated $646 and bringing the position to 142 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Larson Financial Group first reported a position in BIRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.63K in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Larson Financial Group held 142 shares of Birkenstock worth $6.11K as of Q2 2026.
  • Larson Financial Group bought 16 Birkenstock shares in Q2 2026, an estimated $646.
  • Birkenstock made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2679 holding.
  • Larson Financial Group first reported a position in Birkenstock in Q3 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Birkenstock position peaked at $6.63K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.