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Arkadios Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Arkadios Wealth Advisors’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 		$643K Buy
7,370
+3,810
+107% +$349K 0.01% 991
2026
Q1 		$350K Sell
3,560
-20
-0.6% -$1.93K 0.01% 1282
2025
Q4 		$322K Buy
3,580
+1,086
+44% +$99.7K 0.01% 1215
2025
Q3 		$233K Buy
+2,494
New +$255K 0.01% 1289

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

Arkadios Wealth Advisors's BJ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its BJs Wholesale Club (BJ) stake by 107% in Q2 2026, buying an estimated $349K and bringing the position to 7,370 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #991.

Arkadios Wealth Advisors first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Arkadios Wealth Advisors held 7,370 shares of BJs Wholesale Club worth $643K as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,810 BJs Wholesale Club shares in Q2 2026, an estimated $349K.
  • BJs Wholesale Club made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #991 holding.
  • Arkadios Wealth Advisors first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.