Rothwell Investment Advisors, LLC’s BJs Wholesale Club BJ Stock Holding History

Rothwell Investment Advisors, 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	$77.9K	Buy	+847	New	+$78.6K	0.04%	328

Other funds holding BJ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BJ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in BJs Wholesale Club (BJ) in Q3 2026: 847 shares worth $77.9K. The stake represents 0.04% of the portfolio and ranks #328 among its holdings.

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

Rothwell Investment Advisors, LLC held 847 shares of BJs Wholesale Club worth $77.9K as of Q3 2026.
BJs Wholesale Club was a new Rothwell Investment Advisors, LLC position in Q3 2026.
BJs Wholesale Club made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #328 holding.
299 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.