AF
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Allworth Financial’s BJs Wholesale Club BJ Stock Holding History

Allworth Financial’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 		$327K Buy
3,754
+2,249
+149% +$206K ﹤0.01% 1215
2026
Q1 		$148K Buy
1,505
+648
+76% +$62.5K ﹤0.01% 1590
2025
Q4 		$77.2K Sell
857
-102
-11% -$9.36K ﹤0.01% 1918
2025
Q3 		$89.5K Buy
959
+223
+30% +$22.8K ﹤0.01% 1752
2025
Q2 		$79.3K Buy
736
+52
+8% +$5.92K ﹤0.01% 1674
2025
Q1 		$77K Buy
684
+52
+8% +$5.36K ﹤0.01% 1361
2024
Q4 		$60.1K Buy
632
+61
+11% +$5.51K ﹤0.01% 1490
2024
Q3 		$47.1K Sell
571
-4
-0.7% -$338 ﹤0.01% 1442
2024
Q2 		$51.3K Buy
575
+243
+73% +$19.7K ﹤0.01% 1377
2024
Q1 		$25.1K Buy
332
+20
+6% +$1.39K ﹤0.01% 1640
2023
Q4 		$20.8K Buy
312
+62
+25% +$4.2K ﹤0.01% 1630
2023
Q3 		$17.8K Sell
250
-46
-16% -$3.1K ﹤0.01% 1600
2023
Q2 		$18.7K Sell
296
-33
-10% -$2.28K ﹤0.01% 1586
2023
Q1 		$25K Buy
329
+96
+41% +$6.97K ﹤0.01% 1333
2022
Q4 		$15.4K Sell
233
-17
-7% -$1.23K ﹤0.01% 1503
2022
Q3 		$18K Buy
250
+17
+7% +$1.22K ﹤0.01% 1331
2022
Q2 		$15K Buy
233
+230
+7,667% +$14.5K ﹤0.01% 1352
2022
Q1 		$0 Sell
3
-123
-98% -$7.72K ﹤0.01% 2121
2021
Q4 		$8K Buy
+126
New +$7.87K ﹤0.01% 1454
2021
Q2 		– Sell
-19
Closed -$1K – 1551
2021
Q1 		$1K Buy
+19
New +$797 ﹤0.01% 1368
2020
Q2 		– Sell
-19
Closed – – 1185
2020
Q1 		$0 Buy
+19
New +$427 ﹤0.01% 1230

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's BJ Position: Q2 2026 in Review

Allworth Financial increased its BJs Wholesale Club (BJ) stake by 149% in Q2 2026, buying an estimated $206K and bringing the position to 3,754 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Allworth Financial first reported a position in BJ in Q1 2020 and has held it in 21 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Allworth Financial held 3,754 shares of BJs Wholesale Club worth $327K as of Q2 2026.
  • Allworth Financial bought 2,249 BJs Wholesale Club shares in Q2 2026, an estimated $206K.
  • BJs Wholesale Club made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1215 holding.
  • Allworth Financial first reported a position in BJs Wholesale Club in Q1 2020 and has held it in 21 quarters since.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.