Everhart Financial Group’s Buckle BKE Stock Holding History

Everhart Financial Group’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	$234K	Sell	5,547 -449	-7%	-$22.2K	0.02%	427
2026 Q1	$302K	Sell	5,996 -114	-2%	-$5.91K	0.03%	353
2025 Q4	$326K	Sell	6,110 -5	-0.1%	-$279	0.03%	314
2025 Q3	$359K	Sell	6,115 -13	-0.2%	-$703	0.04%	290
2025 Q2	$278K	Sell	6,128 -1,426	-19%	-$56.4K	0.03%	293
2025 Q1	$289K	Sell	7,554 -595	-7%	-$25.8K	0.04%	279
2024 Q4	$414K	Buy	8,149 +609	+8%	+$28.8K	0.09%	214
2024 Q3	$332K	Buy	+7,540	New	+$309K	0.07%	244

Other funds holding BKE

YIH

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

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

QCM

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

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

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

RFG

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

Everhart Financial Group's BKE Position: Q2 2026 in Review

Everhart Financial Group reduced its Buckle (BKE) stake by 7.5% in Q2 2026, selling an estimated $22.2K and leaving 5,547 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #427.

Everhart Financial Group first reported a position in BKE in Q3 2024 and has held it in 8 quarters since. The position peaked at $414K in Q4 2024. 35 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

Everhart Financial Group held 5,547 shares of Buckle worth $234K as of Q2 2026.
Everhart Financial Group sold 449 Buckle shares in Q2 2026, an estimated $22.2K.
Buckle made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #427 holding.
Everhart Financial Group first reported a position in Buckle in Q3 2024 and has held it in 8 quarters since.
Everhart Financial Group's Buckle position peaked at $414K in Q4 2024.
35 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.