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Root Financial Partners’s Buckle BKE Stock Holding History

Root Financial Partners’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 		– Sell
-316
Closed -$15.9K – 757
2026
Q1 		$15.9K Buy
316
+128
+68% +$6.63K ﹤0.01% 1449
2025
Q4 		$10K Buy
188
+21
+13% +$1.17K ﹤0.01% 1492
2025
Q3 		$9.8K Buy
+167
New +$9.03K ﹤0.01% 1457

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 $3.37T AUM 44.26% 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

Root Financial Partners's BKE Position: Q2 2026 in Review

Root Financial Partners sold out of Buckle (BKE) in Q2 2026, closing a stake of 316 shares — an estimated $15.9K sold.

Root Financial Partners first reported a position in BKE in Q3 2025 and held it in 3 quarters. The position peaked at $15.9K in Q1 2026. 295 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

  • Root Financial Partners reported no remaining Buckle position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 316 Buckle shares in Q2 2026, an estimated $15.9K.
  • Root Financial Partners first reported a position in Buckle in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Buckle position peaked at $15.9K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.