BFG
BJ icon

Bleakley Financial Group’s BJs Wholesale Club BJ Stock Holding History

Bleakley Financial Group’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
Q1 		$1.3M Buy
13,186
+533
+4% +$51.4K 0.02% 470
2025
Q4 		$1.14M Buy
12,653
+1,583
+14% +$145K 0.02% 452
2025
Q3 		$1.03M Sell
11,070
-494
-4% -$50.5K 0.02% 409
2025
Q2 		$1.25M Sell
11,564
-3,306
-22% -$377K 0.03% 362
2025
Q1 		$1.7M Buy
14,870
+3,760
+34% +$387K 0.05% 261
2024
Q4 		$993K Buy
11,110
+157
+1% +$14.2K 0.03% 415
2024
Q3 		$903K Buy
10,953
+487
+5% +$41.2K 0.03% 426
2024
Q2 		$919K Buy
10,466
+485
+5% +$39.3K 0.03% 439
2024
Q1 		$755K Sell
9,981
-951
-9% -$66.3K 0.02% 497
2023
Q4 		$729K Buy
+10,932
New +$740K 0.02% 486

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return