Action Point Financial Planning’s BJs Wholesale Club BJ Stock Holding History

Action Point Financial Planning’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 Q2	$9.6K	Buy	+115	New	+$10.5K	﹤0.01%	1476

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's BJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 115 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

632 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Action Point Financial Planning held 115 shares of BJs Wholesale Club worth $9.6K as of Q2 2026.
BJs Wholesale Club was a new Action Point Financial Planning position in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1476 holding.
632 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.