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 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 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