WealthPlan Investment Management’s Buckle BKE Stock Holding History

WealthPlan Investment Management’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	$416K	Sell	9,869 -3,583	-27%	-$177K	0.02%	355
2026 Q1	$677K	Buy	13,452 +1	+0%	+$52	0.04%	258
2025 Q4	$719K	Buy	13,451 +1	+0%	+$56	0.05%	219
2025 Q3	$789K	Sell	13,450 -623	-4%	-$33.7K	0.05%	192
2025 Q2	$638K	Buy	14,073 +2,625	+23%	+$104K	0.05%	217
2025 Q1	$439K	Buy	11,448 +1	+0%	+$43	0.04%	183
2024 Q4	$582K	Buy	11,447 +686	+6%	+$32.4K	0.06%	153
2024 Q3	$473K	Buy	+10,761	New	+$442K	0.05%	161
2023 Q3	–	Sell	-200	Closed	-$6.92K	–	178
2023 Q2	$6.92K	Hold	200	–	–	﹤0.01%	286
2023 Q1	$7.14K	Sell	200 -56,520	-100%	-$2.32M	﹤0.01%	344
2022 Q4	$2.47M	Buy	56,720 +1	+0%	+$40	0.17%	109
2022 Q3	$2.59M	Buy	+56,719	New	+$1.78M	0.19%	97
2022 Q1	$1.27M	Buy	+40,964	New	+$1.52M	0.09%	150

Other funds holding BKE

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WealthPlan Investment Management's BKE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Buckle (BKE) stake by 27% in Q2 2026, selling an estimated $177K and leaving 9,869 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #355.

WealthPlan Investment Management first reported a position in BKE in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.59M in Q3 2022. 68 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

WealthPlan Investment Management held 9,869 shares of Buckle worth $416K as of Q2 2026.
WealthPlan Investment Management sold 3,583 Buckle shares in Q2 2026, an estimated $177K.
Buckle made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #355 holding.
WealthPlan Investment Management first reported a position in Buckle in Q1 2022 and has held it in 13 quarters since.
WealthPlan Investment Management's Buckle position peaked at $2.59M in Q3 2022.
68 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.