KLEIN PAVLIS & PEASLEY FINANCIAL, INC. BKE — BUCKLE INC

Ownership history in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.  ·  11 quarters on record

AI Ownership Summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported BUCKLE INC (BKE) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.62% in 2024 Q4. The latest visible filing shows BKE at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s position in BUCKLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BKE was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BKE stock page KLEIN PAVLIS & PEASLEY FINANCIAL, INC. fund profile KLEIN PAVLIS & PEASLEY FINANCIAL, INC. full holdings
How KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held BKE — position size vs. price
% of Fund (quarterly)    BKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,000 +900 +3.9% 0.53% $1.0M 2026-07-23 $41.99
2026 Q1 ADDED — — — 23,100 +900 +4.1% 0.64% $1.2M 2026-04-23 $55.94
2025 Q4 REDUCED 16.2% +0.3% ❌ 22,200 -4,300 -16.2% 0.70% $1.2M 2026-01-14 $51.26
2025 Q3 REDUCED 20.4% -7.6% ✅ 26,500 -6,800 -20.4% 0.95% $1.6M 2025-10-28 $50.93
2025 Q2 REDUCED — — — 33,300 -300 -0.9% 1.01% $1.5M 2025-07-17 $44.23
2025 Q1 REDUCED 14.7% +19.5% ❌ 33,600 -5,800 -14.7% 0.93% $1.3M 2025-05-09 $33.70
2024 Q4 REDUCED — — — 39,400 -1,400 -3.4% 1.62% $2.0M 2025-01-27 $42.58
2024 Q3 ADDED — — — 40,800 +1,100 +2.8% 1.44% $1.8M 2024-10-24 $36.64
2024 Q2 ADDED — — — 39,700 +2,000 +5.3% 1.30% $1.5M 2024-07-26 $35.22
2024 Q1 ADDED — — — 37,700 +2,372 +6.7% 1.37% $1.5M 2024-05-07 $31.98
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BKE

As of 2026 Q2 — sorted by position size

OFS Enterprise LLC 0.47% Wealth Alliance Advisory Group, LLC 3Y 7Y 0.35% Camelot Portfolios, LLC 3Y 7Y 0.21% Polaris Capital Management, LLC 3Y 7Y 0.19% Y-Intercept (Hong Kong) Ltd 3Y 0.17% Unison Advisors LLC 3Y 7Y 0.13% Range Financial Group LLC 3Y 0.11% Baron Wealth Management LLC 3Y 0.1% Lincoln Capital LLC 3Y 7Y 0.08% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.07%

FAQ About KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and BKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported owning BKE?

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported BKE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BKE position in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for BKE was 1.62% in 2024 Q4.

What is the latest reported BKE position on this page?

The most recent filing on this page is 2026 Q2, when KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 24,000 shares, equal to 0.53% of portfolio, with an estimated market value of $1.0M.

What does the chart on this BKE ownership page compare?

The chart compares KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s quarterly BKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KLEIN PAVLIS & PEASLEY FINANCIAL, INC. time their BKE position?

Based on 13F filing dates vs. subsequent BKE price moves, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on BKE relative to SPY over the holding period was -8.5%.

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