Optimist Retirement Group’s Buckle BKE Stock Holding History

Optimist Retirement Group’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	$414K	Sell	8,228 -291	-3%	-$15.1K	0.18%	70
2025 Q4	$455K	Sell	8,519 -40	-0.5%	-$2.23K	0.21%	60
2025 Q3	$502K	Sell	8,559 -1,918	-18%	-$104K	0.23%	56
2025 Q2	$475K	Hold	10,477	–	–	0.23%	55
2025 Q1	$401K	Buy	10,477 +605	+6%	+$26.2K	0.2%	55
2024 Q4	$502K	Sell	9,872 -682	-6%	-$32.2K	0.24%	52
2024 Q3	$464K	Hold	10,554	–	–	0.21%	54
2024 Q2	$390K	Hold	10,554	–	–	0.2%	52
2024 Q1	$425K	Hold	10,554	–	–	0.22%	51
2023 Q4	$502K	Buy	+10,554	New	+$399K	0.33%	45

Other funds holding BKE

BlackRock New York $5.72T 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimist Retirement Group's BKE Position: Q1 2026 in Review

Optimist Retirement Group reduced its Buckle (BKE) stake by 3.4% in Q1 2026, selling an estimated $15.1K and leaving 8,228 shares worth $414K. The position accounts for 0.18% of the portfolio, ranked #70.

Optimist Retirement Group first reported a position in BKE in Q4 2023 and has held it in 10 quarters since. The position peaked at $502K in Q3 2025. 322 funds tracked by Wall St. Rank hold BKE as of Q1 2026.

Optimist Retirement Group held 8,228 shares of Buckle worth $414K as of Q1 2026.
Optimist Retirement Group sold 291 Buckle shares in Q1 2026, an estimated $15.1K.
Buckle made up 0.18% of Optimist Retirement Group's portfolio in Q1 2026, its #70 holding.
Optimist Retirement Group first reported a position in Buckle in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Buckle position peaked at $502K in Q3 2025.
322 funds tracked by Wall St. Rank held Buckle as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.