RITHOLTZ WEALTH MANAGEMENT BKTI — BK TECHNOLOGIES CORPORATION

Ownership history in RITHOLTZ WEALTH MANAGEMENT  ·  6 quarters on record

AI Ownership Summary

RITHOLTZ WEALTH MANAGEMENT reported BK TECHNOLOGIES CORPORATION (BKTI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows BKTI at 0.03% 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.

What this BKTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RITHOLTZ WEALTH MANAGEMENT's position in BK TECHNOLOGIES CORPORATION, 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 Q1

BKTI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

BKTI stock page RITHOLTZ WEALTH MANAGEMENT fund profile RITHOLTZ WEALTH MANAGEMENT full holdings
How RITHOLTZ WEALTH MANAGEMENT held BKTI — position size vs. price
% of Fund (quarterly)    BKTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,157 -8,324 -26.4% 0.03% $1.7M 2026-04-20 $93.77
2025 Q4 REDUCED 17.2% +0.1% ❌ 31,481 -6,522 -17.2% 0.04% $2.3M 2026-01-23 $79.20
2025 Q3 ADDED — — — 38,003 +1,627 +4.5% 0.06% $3.2M 2025-10-28 $72.50
2025 Q2 ADDED — — — 36,376 +12,403 +51.7% 0.04% $1.7M 2025-07-28 $40.05
2025 Q1 ADDED — — — 23,973 +9,741 +68.4% 0.03% $940K 2025-04-17 $43.07
2024 Q4 INITIATED — — — 14,232 — — 0.01% $488K 2025-01-15 $32.60

🏢 Other funds also holding BKTI

As of 2026 Q1 — sorted by position size

Balentine LLC 3Y 7Y 0.27% North Star Investment Management Corp. 3Y 7Y 0.06% Baron Wealth Management LLC 0.06% IFP Advisors, Inc 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% SJS Investment Consulting Inc. 3Y 0.0%

FAQ About RITHOLTZ WEALTH MANAGEMENT and BKTI

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

How long has RITHOLTZ WEALTH MANAGEMENT reported owning BKTI?

RITHOLTZ WEALTH MANAGEMENT reported BKTI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BKTI position in RITHOLTZ WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for BKTI was 0.06% in 2025 Q3.

What is the latest reported BKTI position on this page?

The most recent filing on this page is 2026 Q1, when RITHOLTZ WEALTH MANAGEMENT reported 23,157 shares, equal to 0.03% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BKTI ownership page compare?

The chart compares RITHOLTZ WEALTH MANAGEMENT's quarterly BKTI 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 RITHOLTZ WEALTH MANAGEMENT time their BKTI position?

Based on 13F filing dates vs. subsequent BKTI price moves, RITHOLTZ WEALTH MANAGEMENT correctly timed 3 out of 5 reported position changes (60%).

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