Global Retirement Partners’s Buckle BKE Stock Holding History

Global Retirement Partners’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	$173K	Buy	3,238 +3,018	+1,372%	+$168K	﹤0.01%	1558
2025 Q3	$12.9K	Buy	220 +1	+0.5%	+$54	﹤0.01%	2591
2025 Q2	$9.94K	Buy	+219	New	+$8.66K	﹤0.01%	2610
2024 Q4	$5.39K	Sell	106 -34	-24%	-$1.61K	﹤0.01%	2648
2024 Q3	$6.16K	Hold	140	–	–	﹤0.01%	2471
2024 Q2	$5.17K	Hold	140	–	–	﹤0.01%	2601
2024 Q1	$5.64K	Hold	140	–	–	﹤0.01%	2348
2023 Q4	$5.12K	Hold	140	–	–	﹤0.01%	2314
2023 Q3	$4.59K	Hold	140	–	–	﹤0.01%	2222
2023 Q2	$4.84K	Hold	140	–	–	﹤0.01%	2215
2023 Q1	$4.63K	Hold	140	–	–	﹤0.01%	2186
2022 Q4	$6.35K	Hold	140	–	–	﹤0.01%	1943
2022 Q3	$6K	Buy	140 +11	+9%	+$345	﹤0.01%	1843
2022 Q2	$4K	Buy	129 +46	+55%	+$1.44K	﹤0.01%	1935
2022 Q1	$2K	Buy	+83	New	+$3.07K	﹤0.01%	2141

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return