Allworth Financial’s Buckle BKE Stock Holding History

Allworth Financial’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.5K	Buy	1,281 +441	+53%	+$22.9K	﹤0.01%	2140
2025 Q4	$44.9K	Buy	840 +56	+7%	+$3.12K	﹤0.01%	2272
2025 Q3	$46K	Buy	784 +13	+2%	+$703	﹤0.01%	2153
2025 Q2	$35K	Buy	771 +727	+1,652%	+$28.7K	﹤0.01%	2168
2025 Q1	$1.54K	Buy	44 +26	+144%	+$1.13K	﹤0.01%	3308
2024 Q4	$865	Buy	18 +11	+157%	+$520	﹤0.01%	3445
2024 Q3	$308	Buy	+7	New	+$287	﹤0.01%	3519
2023 Q4	–	Sell	-28	Closed	-$935	–	3475
2023 Q3	$935	Hold	28	–	–	﹤0.01%	2872
2023 Q2	$969	Sell	28 -340	-92%	-$11.4K	﹤0.01%	2745
2023 Q1	$13.1K	Hold	368	–	–	﹤0.01%	1699
2022 Q4	$16.7K	Hold	368	–	–	﹤0.01%	1457
2022 Q3	$12K	Buy	+368	New	+$11.6K	﹤0.01%	1524
2022 Q2	–	Sell	-9	Closed	–	–	2406
2022 Q1	$0	Buy	+9	New	+$333	﹤0.01%	2122

Other funds holding BKE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return