Clearstead Trust’s Buckle BKE Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-15	Closed	-$880	–	1074
2025 Q3	$880	Hold	15	–	–	﹤0.01%	1247
2025 Q2	$681	Buy	+15	New	+$593	﹤0.01%	1259

Other funds holding BKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's BKE Position: Q4 2025 in Review

Clearstead Trust sold out of Buckle (BKE) in Q4 2025, closing a stake of 15 shares — an estimated $880 sold.

Clearstead Trust first reported a position in BKE in Q2 2025 and held it in 2 quarters. The position peaked at $880 in Q3 2025. 315 funds tracked by Wall St. Rank hold BKE as of Q4 2025.

Clearstead Trust reported no remaining Buckle position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 15 Buckle shares in Q4 2025, an estimated $880.
Clearstead Trust first reported a position in Buckle in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Buckle position peaked at $880 in Q3 2025.
315 funds tracked by Wall St. Rank held Buckle as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.