Pinnacle Wealth Planning Services
BKE icon

Pinnacle Wealth Planning Services’s Buckle BKE Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$47.3K Sell
1,102
-3
-0.3% -$129 ﹤0.01% 1300
2026
Q2 		$46.6K Buy
1,105
+490
+80% +$24.2K ﹤0.01% 1314
2026
Q1 		$31K Sell
615
-189
-24% -$9.8K ﹤0.01% 1468
2025
Q4 		$43K Buy
+804
New +$44.8K ﹤0.01% 1306

Other funds holding BKE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Impala Asset Management
Impala Asset Management Palm Beach, Florida $147M AUM 27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's BKE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Buckle (BKE) stake by 0.27% in Q3 2026, selling an estimated $129 and leaving 1,102 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Pinnacle Wealth Planning Services first reported a position in BKE in Q4 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold BKE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,102 shares of Buckle worth $47.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3 Buckle shares in Q3 2026, an estimated $129.
  • Buckle made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1300 holding.
  • Pinnacle Wealth Planning Services first reported a position in Buckle in Q4 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Buckle as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.