JWA
BKE icon

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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return