Evergreen Private Wealth’s Buckle BKE Stock Holding History

Evergreen Private Wealth’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	-43	Closed	-$2.52K	–	104
2025 Q3	$2.52K	Hold	43	–	–	﹤0.01%	211
2025 Q2	$1.95K	Buy	+43	New	+$1.7K	﹤0.01%	253

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

Evergreen Private Wealth's BKE Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Buckle (BKE) in Q4 2025, closing a stake of 43 shares — an estimated $2.52K sold.

Evergreen Private Wealth first reported a position in BKE in Q2 2025 and held it in 2 quarters. The position peaked at $2.52K in Q3 2025. 315 funds tracked by Wall St. Rank hold BKE as of Q4 2025.

Evergreen Private Wealth reported no remaining Buckle position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 43 Buckle shares in Q4 2025, an estimated $2.52K.
Evergreen Private Wealth first reported a position in Buckle in Q2 2025 and held it in 2 quarters.
Evergreen Private Wealth's Buckle position peaked at $2.52K in Q3 2025.
315 funds tracked by Wall St. Rank held Buckle as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.