STACKSTONE WEALTH, LLC’s BJs Wholesale Club BJ Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$446K	Buy	+4,846	New	+$450K	0.04%	235

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BJ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in BJs Wholesale Club (BJ) in Q3 2026: 4,846 shares worth $446K. The stake represents 0.04% of the portfolio and ranks #235 among its holdings.

92 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

STACKSTONE WEALTH, LLC held 4,846 shares of BJs Wholesale Club worth $446K as of Q3 2026.
BJs Wholesale Club was a new STACKSTONE WEALTH, LLC position in Q3 2026.
BJs Wholesale Club made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #235 holding.
92 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.