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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

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

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 13 quarters since. The position peaked at $305K in Q1 2024. 638 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 13 quarters since.
  • B. Riley Wealth Advisors's BJs Wholesale Club position peaked at $305K in Q1 2024.
  • 638 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.