Root Financial Partners
BIRK icon

Root Financial Partners’s Birkenstock BIRK Stock Holding History

Root Financial Partners’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 		$19.5K Buy
+602
New +$22.6K ﹤0.01% 1567
2026
Q2 		– Sell
-211
Closed -$7.56K – 751
2026
Q1 		$7.56K Buy
211
+41
+24% +$1.6K ﹤0.01% 1792
2025
Q4 		$6.95K Buy
170
+11
+7% +$466 ﹤0.01% 1651
2025
Q3 		$7.2K Buy
+159
New +$7.78K ﹤0.01% 1580

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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's BIRK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Birkenstock (BIRK) in Q3 2026: 602 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BIRK as recently as Q1 2026.

Root Financial Partners first reported a position in BIRK in Q3 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

  • Root Financial Partners held 602 shares of Birkenstock worth $19.5K as of Q3 2026.
  • Birkenstock was a new Root Financial Partners position in Q3 2026.
  • Birkenstock made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1567 holding.
  • Root Financial Partners first reported a position in Birkenstock in Q3 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.