Camelot Portfolios’s Buckle BKE Stock Holding History

Camelot Portfolios’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	–	Sell	-4,017	Closed	-$215K	–	242
2025 Q4	$215K	Sell	4,017 -722	-15%	-$40.2K	0.13%	167
2025 Q3	$278K	Sell	4,739 -1,255	-21%	-$67.9K	0.16%	151
2025 Q2	$272K	Sell	5,994 -104	-2%	-$4.11K	0.16%	156
2025 Q1	$234K	Buy	6,098 +1,507	+33%	+$65.3K	0.15%	172
2024 Q4	$233K	Sell	4,591 -821	-15%	-$38.8K	0.25%	111
2024 Q3	$238K	Sell	5,412 -1,918	-26%	-$78.7K	0.23%	109
2024 Q2	$271K	Buy	7,330 +1,551	+27%	+$58.1K	0.15%	146
2024 Q1	$233K	Sell	5,779 -1,791	-24%	-$70.4K	0.23%	108
2023 Q4	$360K	Buy	7,570 +966	+15%	+$36.6K	0.21%	122
2023 Q3	$221K	Sell	6,604 -992	-13%	-$34.8K	0.21%	115
2023 Q2	$263K	Sell	7,596 -125	-2%	-$4.19K	0.16%	149
2023 Q1	$276K	Sell	7,721 -114	-1%	-$4.67K	0.19%	136
2022 Q4	$355K	Sell	7,835 -1,130	-13%	-$45.6K	0.26%	113
2022 Q3	$284K	Buy	8,965 +863	+11%	+$27.1K	0.27%	109
2022 Q2	$224K	Buy	+8,102	New	+$254K	0.14%	183
2019 Q3	–	Sell	-37,852	Closed	-$655K	–	228
2019 Q2	$655K	Buy	37,852 +2,929	+8%	+$51.5K	0.27%	103
2019 Q1	$654K	Buy	+34,923	New	+$639K	0.27%	102

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