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Sequoia Financial Advisors’s Birkenstock BIRK Stock Holding History

Sequoia Financial Advisors’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 		$207K Sell
4,817
-3,680
-43% -$149K ﹤0.01% 1958
2026
Q1 		$304K Buy
+8,497
New +$331K ﹤0.01% 1565

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

Sequoia Financial Advisors's BIRK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Birkenstock (BIRK) stake by 43% in Q2 2026, selling an estimated $149K and leaving 4,817 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Sequoia Financial Advisors first reported a position in BIRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $304K in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Sequoia Financial Advisors held 4,817 shares of Birkenstock worth $207K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,680 Birkenstock shares in Q2 2026, an estimated $149K.
  • Birkenstock made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1958 holding.
  • Sequoia Financial Advisors first reported a position in Birkenstock in Q1 2026 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Birkenstock position peaked at $304K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.