Capital Advisors Ltd’s Buckle BKE Stock Holding History

Capital Advisors Ltd’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	$19K	Hold	369	–	–	﹤0.01%	676
2025 Q4	$20K	Hold	369	–	–	﹤0.01%	655
2025 Q3	$22K	Hold	369	–	–	﹤0.01%	627
2025 Q2	$17K	Hold	369	–	–	﹤0.01%	662
2025 Q1	$14K	Hold	369	–	–	﹤0.01%	685
2024 Q4	$19K	Hold	369	–	–	﹤0.01%	626
2024 Q3	$16K	Hold	369	–	–	﹤0.01%	646
2024 Q2	$14K	Hold	369	–	–	﹤0.01%	664
2024 Q1	$15K	Hold	369	–	–	﹤0.01%	634
2023 Q4	$18K	Hold	369	–	–	﹤0.01%	576
2023 Q3	$12K	Hold	369	–	–	﹤0.01%	642
2023 Q2	$13K	Buy	+369	New	+$12.4K	﹤0.01%	639
2023 Q1	–	Sell	-369	Closed	–	–	1213
2022 Q4	$0	Buy	+369	New	+$14.9K	﹤0.01%	1234

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