AF
BEKE icon

Allworth Financial’s KE Holdings BEKE Stock Holding History

Allworth Financial’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.4K Buy
3,230
+320
+11% +$5.49K ﹤0.01% 2354
2025
Q4 		$45.9K Buy
2,910
+2,089
+254% +$35.9K ﹤0.01% 2258
2025
Q3 		$15.6K Buy
821
+460
+127% +$8.62K ﹤0.01% 2853
2025
Q2 		$6.41K Buy
361
+89
+33% +$1.71K ﹤0.01% 3132
2025
Q1 		$6.01K Buy
272
+27
+11% +$535 ﹤0.01% 2662
2024
Q4 		$4.13K Buy
245
+40
+20% +$825 ﹤0.01% 2845
2024
Q3 		$4.08K Buy
205
+67
+49% +$989 ﹤0.01% 2659
2024
Q2 		$1.95K Hold
138
– – ﹤0.01% 2934
2024
Q1 		$1.9K Sell
138
-142
-51% -$1.98K ﹤0.01% 2825
2023
Q4 		$4.54K Sell
280
-20
-7% -$309 ﹤0.01% 2311
2023
Q3 		$4.66K Buy
300
+51
+20% +$810 ﹤0.01% 2140
2023
Q2 		$3.7K Sell
249
-30
-11% -$490 ﹤0.01% 2233
2023
Q1 		$5.26K Buy
279
+30
+12% +$555 ﹤0.01% 2017
2022
Q4 		$3.48K Buy
249
+39
+19% +$542 ﹤0.01% 2031
2022
Q3 		$4K Buy
210
+141
+204% +$2.28K ﹤0.01% 1919
2022
Q2 		$1K Buy
+69
New +$972 ﹤0.01% 2090

Other funds holding BEKE

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return