Burney Company’s Buckle BKE Stock Holding History

Burney Company’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	$532K	Buy	10,558 +4,516	+75%	+$234K	0.02%	426
2025 Q4	$323K	Buy	6,042 +100	+2%	+$5.57K	0.01%	512
2025 Q3	$349K	Sell	5,942 -621	-9%	-$33.6K	0.01%	480
2025 Q2	$298K	Sell	6,563 -22,867	-78%	-$904K	0.01%	493
2025 Q1	$1.13M	Buy	29,430 +1,681	+6%	+$72.8K	0.04%	297
2024 Q4	$1.41M	Sell	27,749 -2,118	-7%	-$100K	0.05%	265
2024 Q3	$1.31M	Buy	29,867 +19,973	+202%	+$820K	0.05%	277
2024 Q2	$365K	Sell	9,894 -640	-6%	-$24K	0.01%	475
2024 Q1	$424K	Sell	10,534 -133	-1%	-$5.23K	0.02%	467
2023 Q4	$507K	Buy	10,667 +4,361	+69%	+$165K	0.02%	415
2023 Q3	$211K	Sell	6,306 -23	-0.4%	-$807	0.01%	539
2023 Q2	$219K	Buy	+6,329	New	+$212K	0.01%	536
2015 Q2	–	Sell	-7,554	Closed	-$386K	–	400
2015 Q1	$386K	Sell	7,554 -2,945	-28%	-$148K	0.03%	314
2014 Q4	$551K	Sell	10,499 -6,866	-40%	-$337K	0.04%	262
2014 Q3	$788K	Sell	17,365 -20,868	-55%	-$964K	0.07%	222
2014 Q2	$1.7M	Sell	38,233 -13,023	-25%	-$595K	0.15%	156
2014 Q1	$2.35M	Buy	51,256 +18,954	+59%	+$864K	0.21%	129
2013 Q4	$1.66M	Buy	+32,302	New	+$1.6M	0.16%	154

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