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Beacon Investment Advisors’s Buckle BKE Stock Holding History

Beacon Investment 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
2026
Q2 		$1.65M Buy
39,175
+1,928
+5% +$95.4K 0.52% 49
2026
Q1 		$1.88M Buy
37,247
+1,522
+4% +$78.9K 0.71% 37
2025
Q4 		$1.91M Buy
35,725
+449
+1% +$25K 0.77% 36
2025
Q3 		$2.07M Buy
35,276
+220
+0.6% +$11.9K 0.85% 33
2025
Q2 		$1.6M Buy
35,056
+376
+1% +$14.9K 0.69% 44
2025
Q1 		$1.33M Buy
34,680
+1,388
+4% +$60.1K 0.63% 48
2024
Q4 		$1.69M Buy
33,292
+203
+0.6% +$9.6K 0.79% 36
2024
Q3 		$1.45M Buy
33,089
+814
+3% +$33.4K 0.69% 47
2024
Q2 		$1.19M Buy
32,275
+790
+3% +$29.6K 0.61% 52
2024
Q1 		$1.27M Buy
31,485
+5,860
+23% +$230K 0.72% 47
2023
Q4 		$1.22M Buy
25,625
+938
+4% +$35.5K 0.78% 42
2023
Q3 		$824K Buy
24,687
+1,250
+5% +$43.9K 0.58% 53
2023
Q2 		$811K Buy
23,437
+425
+2% +$14.3K 0.55% 54
2023
Q1 		$821K Buy
23,012
+797
+4% +$32.7K 0.6% 53
2022
Q4 		$1.01M Buy
+22,215
New +$897K 0.84% 38

Other funds holding BKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Investment Advisors's BKE Position: Q2 2026 in Review

Beacon Investment Advisors increased its Buckle (BKE) stake by 5.2% in Q2 2026, buying an estimated $95.4K and bringing the position to 39,175 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #49.

Beacon Investment Advisors first reported a position in BKE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q3 2025. 295 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

  • Beacon Investment Advisors held 39,175 shares of Buckle worth $1.65M as of Q2 2026.
  • Beacon Investment Advisors bought 1,928 Buckle shares in Q2 2026, an estimated $95.4K.
  • Buckle made up 0.52% of Beacon Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Beacon Investment Advisors first reported a position in Buckle in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Buckle position peaked at $2.07M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.