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Turning Point Benefit Group’s Smartbird Inc BIRD Stock Holding History

Turning Point Benefit Group’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$20 – 181
2025
Q4 		$20 Hold
5
– – ﹤0.01% 842
2025
Q3 		$28 Buy
+5
New +$41 ﹤0.01% 752

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Turning Point Benefit Group's BIRD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Smartbird Inc (BIRD) in Q1 2026, closing a stake of 5 shares — an estimated $20 sold.

Turning Point Benefit Group first reported a position in BIRD in Q3 2025 and held it in 2 quarters. The position peaked at $28 in Q3 2025. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Smartbird Inc position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 5 Smartbird Inc shares in Q1 2026, an estimated $20.
  • Turning Point Benefit Group first reported a position in Smartbird Inc in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Smartbird Inc position peaked at $28 in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.