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Whipplewood Advisors’s Buckle BKE Stock Holding History

Whipplewood 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
Q2 		– Sell
-15
Closed -$755 – 687
2026
Q1 		$755 Buy
+15
New +$777 ﹤0.01% 942
2025
Q3 		– Sell
-27
Closed -$1.22K – 398
2025
Q2 		$1.22K Buy
27
+20
+286% +$791 ﹤0.01% 978
2025
Q1 		$460 Sell
7
-5
-42% -$217 ﹤0.01% 1136
2024
Q4 		$610 Buy
+12
New +$567 ﹤0.01% 1092

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's BKE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Buckle (BKE) in Q2 2026, closing a stake of 15 shares — an estimated $755 sold.

Whipplewood Advisors first reported a position in BKE in Q4 2024 and held it in 4 quarters. The position peaked at $1.22K in Q2 2025. 295 funds tracked by Wall St. Rank hold BKE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Buckle position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Buckle shares in Q2 2026, an estimated $755.
  • Whipplewood Advisors first reported a position in Buckle in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Buckle position peaked at $1.22K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Buckle as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.