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Bare Financial Services’s BJs Wholesale Club BJ Stock Holding History

Bare Financial Services’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 		$16K Buy
183
+62
+51% +$5.67K ﹤0.01% 374
2026
Q1 		$11.9K Buy
121
+49
+68% +$4.73K ﹤0.01% 276
2025
Q4 		$6.48K Buy
72
+16
+29% +$1.47K ﹤0.01% 428
2025
Q3 		$5.22K Buy
56
+2
+4% +$204 ﹤0.01% 518
2025
Q2 		$5.82K Buy
54
+41
+315% +$4.67K ﹤0.01% 397
2025
Q1 		$1.48K Buy
+13
New +$1.34K ﹤0.01% 399

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

Bare Financial Services's BJ Position: Q2 2026 in Review

Bare Financial Services increased its BJs Wholesale Club (BJ) stake by 51% in Q2 2026, buying an estimated $5.67K and bringing the position to 183 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Bare Financial Services first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Bare Financial Services held 183 shares of BJs Wholesale Club worth $16K as of Q2 2026.
  • Bare Financial Services bought 62 BJs Wholesale Club shares in Q2 2026, an estimated $5.67K.
  • BJs Wholesale Club made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #374 holding.
  • Bare Financial Services first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.