James Investment Research’s Buckle BKE Stock Holding History

James Investment Research’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	$678K	Buy	16,056 +4,528	+39%	+$224K	0.07%	227
2026 Q1	$581K	Buy	11,528 +15	+0.1%	+$777	0.07%	233
2025 Q4	$615K	Hold	11,513	–	–	0.07%	220
2025 Q3	$675K	Buy	11,513 +2,002	+21%	+$108K	0.07%	202
2025 Q2	$431K	Hold	9,511	–	–	0.05%	233
2025 Q1	$364K	Hold	9,511	–	–	0.05%	240
2024 Q4	$483K	Hold	9,511	–	–	0.06%	208
2024 Q3	$418K	Hold	9,511	–	–	0.05%	236
2024 Q2	$351K	Buy	+9,511	New	+$356K	0.04%	252
2018 Q4	–	Sell	-90,520	Closed	-$2.09M	–	821
2018 Q3	$2.09M	Buy	90,520 +2,500	+3%	+$61.6K	0.09%	359
2018 Q2	$2.37M	Buy	+88,020	New	+$2.18M	0.09%	247
2014 Q3	–	Sell	-787	Closed	-$35K	–	515
2014 Q2	$35K	Hold	787	–	–	﹤0.01%	394
2014 Q1	$36K	Sell	787 -19	-2%	-$866	﹤0.01%	395
2013 Q4	$41K	Hold	806	–	–	﹤0.01%	381
2013 Q3	$43K	Hold	806	–	–	﹤0.01%	375
2013 Q2	$41K	Buy	+806	New	+$40.1K	﹤0.01%	374

Other funds holding BKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's BKE Position: Q2 2026 in Review

James Investment Research increased its Buckle (BKE) stake by 39% in Q2 2026, buying an estimated $224K and bringing the position to 16,056 shares worth $678K. The position accounts for 0.07% of the portfolio, ranked #227.

James Investment Research first reported a position in BKE in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.37M in Q2 2018. 295 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

James Investment Research held 16,056 shares of Buckle worth $678K as of Q2 2026.
James Investment Research bought 4,528 Buckle shares in Q2 2026, an estimated $224K.
Buckle made up 0.07% of James Investment Research's portfolio in Q2 2026, its #227 holding.
James Investment Research first reported a position in Buckle in Q2 2013 and has held it in 16 quarters since.
James Investment Research's Buckle position peaked at $2.37M in Q2 2018.
295 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.