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 Q2	$4.01M	Buy	93,176 +13,826	+17%	+$559K	﹤0.01%	2923
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's BIRK Position: Q2 2026 in Review

Raymond James Financial increased its Birkenstock (BIRK) stake by 17% in Q2 2026, buying an estimated $559K and bringing the position to 93,176 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Raymond James Financial first reported a position in BIRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9M in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Raymond James Financial held 93,176 shares of Birkenstock worth $4.01M as of Q2 2026.
Raymond James Financial bought 13,826 Birkenstock shares in Q2 2026, an estimated $559K.
Birkenstock made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2923 holding.
Raymond James Financial first reported a position in Birkenstock in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Birkenstock position peaked at $12.9M in Q4 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

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