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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
Q2 		$347K Hold
8,228
– – 0.13% 90
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
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 $3.38T AUM 44.17% 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

Optimist Retirement Group's BKE Position: Q2 2026 in Review

Optimist Retirement Group held its Buckle (BKE) position steady in Q2 2026 at 8,228 shares worth $347K. The position accounts for 0.13% of the portfolio, ranked #90.

Optimist Retirement Group first reported a position in BKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $502K in Q3 2025. 295 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

  • Optimist Retirement Group held 8,228 shares of Buckle worth $347K as of Q2 2026.
  • Optimist Retirement Group left its Buckle share count unchanged in Q2 2026.
  • Buckle made up 0.13% of Optimist Retirement Group's portfolio in Q2 2026, its #90 holding.
  • Optimist Retirement Group first reported a position in Buckle in Q4 2023 and has held it in 11 quarters since.
  • Optimist Retirement Group's Buckle position peaked at $502K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.