Beacon Harbor Wealth Advisors’s Buckle BKE Stock Holding History

Beacon Harbor Wealth Advisors’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
2025 Q4	–	Sell	-103,399	Closed	-$6.07M	–	71
2025 Q3	$6.07M	Buy	+103,399	New	+$5.59M	1.42%	34

Other funds holding BKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BKE Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of Buckle (BKE) in Q4 2025, closing a stake of 103,399 shares — an estimated $6.07M sold.

Beacon Harbor Wealth Advisors first reported a position in BKE in Q3 2025 and held it in 1 quarter. The position peaked at $6.07M in Q3 2025. 315 funds tracked by Wall St. Rank hold BKE as of Q4 2025.

Beacon Harbor Wealth Advisors reported no remaining Buckle position as of Q4 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 103,399 Buckle shares in Q4 2025, an estimated $6.07M.
Beacon Harbor Wealth Advisors first reported a position in Buckle in Q3 2025 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's Buckle position peaked at $6.07M in Q3 2025.
315 funds tracked by Wall St. Rank held Buckle as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.