BFP
BJ icon

Briaud Financial Planning’s BJs Wholesale Club BJ Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-138
Closed -$14K – 59
2025
Q2 		$14K Buy
+138
New +$15.7K 0.01% 210

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Briaud Financial Planning's BJ Position: Q3 2025 in Review

Briaud Financial Planning sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 138 shares — an estimated $14K sold.

Briaud Financial Planning first reported a position in BJ in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Briaud Financial Planning reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 138 BJs Wholesale Club shares in Q3 2025, an estimated $14K.
  • Briaud Financial Planning first reported a position in BJs Wholesale Club in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's BJs Wholesale Club position peaked at $14K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.