· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $38.96Day −0.76%1Y +12.8%Off 52W high −2.9%Vol (1Y) 7.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,116 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.1d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BUFB is not in the screener universe.
| YTD+6.3% |
| 1Y+12.8% |
| 3Y+46.0% |
| Since incept. (ann.)+10.6% |
Total return through 2026-07-29 · series begins 2022-02-10. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)7.7% |
| Ann. volatility (3Y)10.1% |
| Sharpe (1Y)1.59 |
| Sharpe (3Y)1.31 |
| Max drawdown (1Y)−5.1% |
| Max drawdown (3Y)−13.8% |
| Beta (3Y vs SPY)0.62 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| LPL Financial LLC | 383,596 | $14M | — | +18.7% |
| HighTower Advisors, LLC | 290,949 | $10M | — | +5.4% |
| ENVESTNET ASSET MANAGEMENT INC | 234,345 | $8M | — | +5.9% |
| GWN SECURITIES INC. | 228,016 | $8M | — | +5.5% |
| CAPITAL WEALTH MANAGEMENT, LLC | 213,581 | $8M | — | +11.6% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 199,050 | $8M | — | +9.5% |
| Syntegra Private Wealth Group, LLC | 193,108 | $7M | — | +2.1% |
| COLUMBIA ADVISORY PARTNERS LLC | 183,120 | $7M | — | +29.4% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for BUFB.
