KPPF
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Klein Pavlis & Peasley Financial’s Buckle BKE Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.16M Buy
23,100
+900
+4% +$46.6K 0.64% 51
2025
Q4 		$1.19M Sell
22,200
-4,300
-16% -$240K 0.7% 44
2025
Q3 		$1.55M Sell
26,500
-6,800
-20% -$368K 0.95% 34
2025
Q2 		$1.51M Sell
33,300
-300
-0.9% -$11.9K 1.01% 33
2025
Q1 		$1.29M Sell
33,600
-5,800
-15% -$251K 0.93% 35
2024
Q4 		$2M Sell
39,400
-1,400
-3% -$66.2K 1.62% 21
2024
Q3 		$1.79M Buy
40,800
+1,100
+3% +$45.1K 1.44% 23
2024
Q2 		$1.47M Buy
39,700
+2,000
+5% +$74.9K 1.3% 25
2024
Q1 		$1.52M Buy
37,700
+2,372
+7% +$93.3K 1.37% 28
2023
Q4 		$1.68M Buy
+35,328
New +$1.34M 1.57% 16

Other funds holding BKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return