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Steward Financial Group’s Buckle BKE Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+26
New +$913 ﹤0.01% 1341
2022
Q3 		– Sell
-14
Closed – – 221
2022
Q2 		$0 Buy
+14
New +$439 ﹤0.01% 993

Other funds holding BKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's BKE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Buckle (BKE) in Q3 2023: 26 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BKE as recently as Q2 2022.

Steward Financial Group first reported a position in BKE in Q2 2022 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold BKE as of Q3 2023.

  • Steward Financial Group held 26 shares of Buckle worth $0 as of Q3 2023.
  • Buckle was a new Steward Financial Group position in Q3 2023.
  • Buckle made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1341 holding.
  • Steward Financial Group first reported a position in Buckle in Q2 2022 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Buckle as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.