Covestor’s Buckle BKE Stock Holding History

Covestor’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	$97K	Sell	1,915 -1,437	-43%	-$74.5K	0.07%	300
2025 Q4	$179K	Buy	3,352 +1,036	+45%	+$57.7K	0.09%	267
2025 Q3	$136K	Sell	2,316 -1,135	-33%	-$61.4K	0.07%	389
2025 Q2	$156K	Buy	3,451 +475	+16%	+$18.8K	0.09%	296
2025 Q1	$114K	Sell	2,976 -246	-8%	-$10.7K	0.08%	398
2024 Q4	$164K	Sell	3,222 -272	-8%	-$12.9K	0.1%	256
2024 Q3	$154K	Sell	3,494 -863	-20%	-$35.4K	0.1%	289
2024 Q2	$161K	Buy	4,357 +166	+4%	+$6.22K	0.1%	238
2024 Q1	$169K	Sell	4,191 -193	-4%	-$7.59K	0.11%	227
2023 Q4	$208K	Buy	4,384 +29	+0.7%	+$1.1K	0.14%	126
2023 Q3	$145K	Sell	4,355 -192	-4%	-$6.74K	0.11%	232
2023 Q2	$157K	Buy	4,547 +1,377	+43%	+$46.2K	0.12%	212
2023 Q1	$113K	Buy	3,170 +2,157	+213%	+$88.4K	0.1%	312
2022 Q4	$46K	Sell	1,013 -6	-0.6%	-$242	0.04%	761
2022 Q3	$32K	Buy	1,019 +83	+9%	+$2.61K	0.03%	862
2022 Q2	$26K	Sell	936 -5	-0.5%	-$157	0.02%	927
2022 Q1	$31K	Buy	941 +909	+2,841%	+$33.7K	0.02%	944
2021 Q4	$1K	Buy	+32	New	+$1.45K	﹤0.01%	1653

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