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JFS Wealth Advisors’s Buckle BKE Stock Holding History

JFS 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
Q2 		$1.31K Hold
31
– – ﹤0.01% 1741
2026
Q1 		$1.56K Buy
31
+5
+19% +$259 ﹤0.01% 1579
2025
Q4 		$1.39K Buy
26
+10
+63% +$557 ﹤0.01% 1642
2025
Q3 		$939 Hold
16
– – ﹤0.01% 1645
2025
Q2 		$726 Sell
16
-11
-41% -$435 ﹤0.01% 1635
2025
Q1 		$1.03K Hold
27
– – ﹤0.01% 1638
2024
Q4 		$1.37K Hold
27
– – ﹤0.01% 1609
2024
Q3 		$1.19K Buy
27
+1
+4% +$41 ﹤0.01% 1657
2024
Q2 		$961 Hold
26
– – ﹤0.01% 1675
2024
Q1 		$1.05K Hold
26
– – ﹤0.01% 1648
2023
Q4 		$1.24K Buy
26
+2
+8% +$76 ﹤0.01% 1586
2023
Q3 		$802 Buy
24
+3
+14% +$105 ﹤0.01% 1647
2023
Q2 		$727 Hold
21
– – ﹤0.01% 1689
2023
Q1 		$750 Sell
21
-1
-5% -$41 ﹤0.01% 1654
2022
Q4 		$998 Buy
22
+4
+22% +$162 ﹤0.01% 1604
2022
Q3 		$1K Buy
18
+6
+50% +$188 ﹤0.01% 1486
2022
Q2 		$0 Buy
12
+2
+20% +$63 ﹤0.01% 1745
2022
Q1 		$0 Buy
10
+5
+100% +$185 ﹤0.01% 1824
2021
Q4 		$0 Buy
+5
New +$227 ﹤0.01% 1718

Other funds holding BKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's BKE Position: Q2 2026 in Review

JFS Wealth Advisors held its Buckle (BKE) position steady in Q2 2026 at 31 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

JFS Wealth Advisors first reported a position in BKE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56K in Q1 2026. 295 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

  • JFS Wealth Advisors held 31 shares of Buckle worth $1.31K as of Q2 2026.
  • JFS Wealth Advisors left its Buckle share count unchanged in Q2 2026.
  • Buckle made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1741 holding.
  • JFS Wealth Advisors first reported a position in Buckle in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Buckle position peaked at $1.56K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.