Truist Financial’s Birkenstock BIRK Stock Holding History

Truist 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
2025 Q4	–	Sell	-13,298	Closed	-$602K	–	2770
2025 Q3	$602K	Buy	+13,298	New	+$651K	﹤0.01%	1921

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial's BIRK Position: Q4 2025 in Review

Truist Financial sold out of Birkenstock (BIRK) in Q4 2025, closing a stake of 13,298 shares — an estimated $602K sold.

Truist Financial first reported a position in BIRK in Q3 2025 and held it in 1 quarter. The position peaked at $602K in Q3 2025. 253 funds tracked by Wall St. Rank hold BIRK as of Q4 2025.

Truist Financial reported no remaining Birkenstock position as of Q4 2025 after selling out during the quarter.
Truist Financial sold 13,298 Birkenstock shares in Q4 2025, an estimated $602K.
Truist Financial first reported a position in Birkenstock in Q3 2025 and held it in 1 quarter.
Truist Financial's Birkenstock position peaked at $602K in Q3 2025.
253 funds tracked by Wall St. Rank held Birkenstock as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.