Bank Julius Baer & Co
BJ icon

Bank Julius Baer & Co’s BJs Wholesale Club BJ Stock Holding History

Bank Julius Baer & Co’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 		$1.09M Sell
12,433
-1,007
-7% -$92.2K ﹤0.01% 389
2026
Q1 		$1.33M Sell
13,440
-1,919
-12% -$185K ﹤0.01% 359
2025
Q4 		$1.38M Sell
15,359
-29,262
-66% -$2.69M ﹤0.01% 351
2025
Q3 		$4.16M Sell
44,621
-9,270
-17% -$948K 0.01% 258
2025
Q2 		$5.81M Sell
53,891
-10,749
-17% -$1.22M 0.02% 229
2025
Q1 		$7.25M Sell
64,640
-45,689
-41% -$4.7M 0.02% 217
2024
Q4 		$9.97M Buy
+110,329
New +$9.97M 0.03% 206

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

Bank Julius Baer & Co's BJ Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its BJs Wholesale Club (BJ) stake by 7.5% in Q2 2026, selling an estimated $92.2K and leaving 12,433 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Bank Julius Baer & Co first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.97M in Q4 2024. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bank Julius Baer & Co held 12,433 shares of BJs Wholesale Club worth $1.09M as of Q2 2026.
  • Bank Julius Baer & Co sold 1,007 BJs Wholesale Club shares in Q2 2026, an estimated $92.2K.
  • BJs Wholesale Club made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #389 holding.
  • Bank Julius Baer & Co first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • Bank Julius Baer & Co's BJs Wholesale Club position peaked at $9.97M in Q4 2024.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.