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 		– Sell
-30,000
Closed -$29.7K – 931
2026
Q1 		$29.7K Buy
+30,000
New +$2.89M ﹤0.01% 853

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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

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. 115 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.
  • 115 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.