Summit Securities Group’s Birkenstock BIRK Stock Holding History

Summit Securities Group’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	$54.3K	Buy	+1,263	New	+$51K	0.01%	572

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

Summit Securities Group's BIRK Position: Q2 2026 in Review

Summit Securities Group opened a new position in Birkenstock (BIRK) in Q2 2026: 1,263 shares worth $54.3K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings.

235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Summit Securities Group held 1,263 shares of Birkenstock worth $54.3K as of Q2 2026.
Birkenstock was a new Summit Securities Group position in Q2 2026.
Birkenstock made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #572 holding.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.