SSA
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Sierra Summit Advisors’s Buckle BKE Stock Holding History

Sierra Summit Advisors’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 		– Sell
-14,955
Closed -$799K – 184
2025
Q4 		$799K Buy
+14,955
New +$834K 0.12% 126
2025
Q2 		– Sell
-7,927
Closed -$304K – 179
2025
Q1 		$304K Buy
+7,927
New +$343K 0.07% 163
2024
Q1 		– Sell
-5,658
Closed -$269K – 158
2023
Q4 		$269K Buy
+5,658
New +$214K 0.08% 148

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
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State Street
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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