BRWA
BJ icon

B. Riley Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

B. Riley 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 		$136K Buy
1,525
+695
+84% +$63.6K 0.01% 814
2026
Q1 		$82.1K Buy
+830
New +$80.1K 0.01% 795
2024
Q4 		$203K Sell
2,273
-1,248
-35% -$113K 0.01% 1039
2024
Q3 		$294K Buy
3,521
+55
+2% +$4.65K 0.01% 962
2024
Q2 		$304K Sell
3,466
-807
-19% -$65.4K 0.01% 1030
2024
Q1 		$305K Buy
4,273
+665
+18% +$46.4K 0.01% 1028
2023
Q4 		$241K Sell
3,608
-665
-16% -$45K 0.01% 1156
2023
Q3 		$305K Buy
4,273
+1,050
+33% +$70.6K 0.01% 1028
2023
Q2 		$203K Sell
3,223
-2
-0.1% -$138 ﹤0.01% 1351
2023
Q1 		$245K Buy
3,225
+179
+6% +$13K 0.01% 1178
2022
Q4 		$202K Hold
3,046
– – 0.01% 1267
2022
Q3 		$222K Buy
+3,046
New +$218K 0.01% 1179

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

B. Riley Wealth Advisors's BJ Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its BJs Wholesale Club (BJ) stake by 84% in Q2 2026, buying an estimated $63.6K and bringing the position to 1,525 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #814.

B. Riley Wealth Advisors first reported a position in BJ in Q3 2022 and has held it in 12 quarters since. The position peaked at $305K in Q1 2024. 114 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • B. Riley Wealth Advisors held 1,525 shares of BJs Wholesale Club worth $136K as of Q2 2026.
  • B. Riley Wealth Advisors bought 695 BJs Wholesale Club shares in Q2 2026, an estimated $63.6K.
  • BJs Wholesale Club made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #814 holding.
  • B. Riley Wealth Advisors first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 12 quarters since.
  • B. Riley Wealth Advisors's BJs Wholesale Club position peaked at $305K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.