EverSource Wealth Advisors’s Buckle BKE Stock Holding History

EverSource Wealth Advisors’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	$46.5K	Buy	923 +128	+16%	+$6.63K	﹤0.01%	1946
2025 Q4	$42.5K	Sell	795 -237	-23%	-$13.2K	﹤0.01%	1856
2025 Q3	$60.5K	Buy	1,032 +75	+8%	+$4.06K	﹤0.01%	1568
2025 Q2	$43.4K	Buy	957 +592	+162%	+$23.4K	﹤0.01%	1713
2025 Q1	$14K	Buy	365 +240	+192%	+$10.4K	﹤0.01%	1902
2024 Q4	$6.35K	Buy	125 +115	+1,150%	+$5.44K	﹤0.01%	2238
2024 Q3	$440	Buy	+10	New	+$410	﹤0.01%	2898
2023 Q3	–	Sell	-30	Closed	-$1.04K	–	2519
2023 Q2	$1.04K	Buy	+30	New	+$1.01K	﹤0.01%	2208
2022 Q1	–	Sell	-44	Closed	-$2K	–	1711
2021 Q4	$2K	Buy	+44	New	+$1.99K	﹤0.01%	1505

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