Raymond James Financial’s Birkenstock BIRK Stock Holding History

Raymond James Financial’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	$2.84M	Sell	79,350 -235,476	-75%	-$9.18M	﹤0.01%	3068
2025 Q4	$12.9M	Buy	314,826 +102,561	+48%	+$4.34M	﹤0.01%	1766
2025 Q3	$9.6M	Sell	212,265 -12,093	-5%	-$592K	﹤0.01%	1949
2025 Q2	$11M	Buy	+224,358	New	+$11.5M	﹤0.01%	1790
2025 Q1	–	Sell	-4,987	Closed	-$283K	–	4826
2024 Q4	$283K	Buy	+4,987	New	+$253K	﹤0.01%	4212

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's BIRK Position: Q1 2026 in Review

Raymond James Financial reduced its Birkenstock (BIRK) stake by 75% in Q1 2026, selling an estimated $9.18M and leaving 79,350 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

Raymond James Financial first reported a position in BIRK in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.9M in Q4 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Raymond James Financial held 79,350 shares of Birkenstock worth $2.84M as of Q1 2026.
Raymond James Financial sold 235,476 Birkenstock shares in Q1 2026, an estimated $9.18M.
Birkenstock made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3068 holding.
Raymond James Financial first reported a position in Birkenstock in Q4 2024 and has held it in 5 quarters since.
Raymond James Financial's Birkenstock position peaked at $12.9M in Q4 2025.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.