Stifel Financial’s Birkenstock BIRK Stock Holding History

Stifel 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	–	Sell	-22,070	Closed	-$791K	–	3713
2026 Q1	$791K	Sell	22,070 -19,912	-47%	-$776K	﹤0.01%	2586
2025 Q4	$1.72M	Buy	41,982 +20,691	+97%	+$876K	﹤0.01%	2040
2025 Q3	$963K	Buy	21,291 +858	+4%	+$42K	﹤0.01%	2411
2025 Q2	$1M	Buy	20,433 +6,273	+44%	+$322K	﹤0.01%	2327
2025 Q1	$649K	Sell	14,160 -11,877	-46%	-$626K	﹤0.01%	2510
2024 Q4	$1.48M	Sell	26,037 -648	-2%	-$32.9K	﹤0.01%	1990
2024 Q3	$1.32M	Buy	+26,685	New	+$1.45M	﹤0.01%	2044

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

Stifel Financial's BIRK Position: Q2 2026 in Review

Stifel Financial sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 22,070 shares — an estimated $791K sold.

Stifel Financial first reported a position in BIRK in Q3 2024 and held it in 7 quarters. The position peaked at $1.72M in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Stifel Financial reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
Stifel Financial sold 22,070 Birkenstock shares in Q2 2026, an estimated $791K.
Stifel Financial first reported a position in Birkenstock in Q3 2024 and held it in 7 quarters.
Stifel Financial's Birkenstock position peaked at $1.72M in Q4 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.