Empirical Wealth Management’s Buckle BKE Stock Holding History

Empirical Wealth Management’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 Q2	$1.3M	Buy	30,823 +4,386	+17%	+$217K	0.02%	347
2026 Q1	$1.33M	Buy	26,437 +6,763	+34%	+$350K	0.02%	301
2025 Q4	$1.05M	Buy	19,674 +3,671	+23%	+$205K	0.02%	332
2025 Q3	$939K	Buy	16,003 +741	+5%	+$40.1K	0.02%	337
2025 Q2	$692K	Buy	15,262 +2,054	+16%	+$81.2K	0.02%	368
2025 Q1	$506K	Buy	13,208 +3,521	+36%	+$152K	0.01%	401
2024 Q4	$492K	Buy	9,687 +980	+11%	+$46.3K	0.01%	389
2024 Q3	$383K	Buy	8,707 +2,977	+52%	+$122K	0.01%	423
2024 Q2	$212K	Buy	+5,730	New	+$215K	0.01%	525

Other funds holding BKE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return