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Capital Advisors Ltd’s BJs Wholesale Club BJ Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
4
– – ﹤0.01% 1373
2026
Q1 		$0 Hold
4
– – ﹤0.01% 1371
2025
Q4 		$0 Hold
4
– – ﹤0.01% 1356
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1360
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1350
2025
Q1 		$0 Hold
4
– – ﹤0.01% 1349
2024
Q4 		$0 Hold
4
– – ﹤0.01% 1379
2024
Q3 		$0 Sell
4
-2
-33% -$169 ﹤0.01% 1381
2024
Q2 		$1K Buy
+6
New +$486 ﹤0.01% 1128
2022
Q4 		– Sell
-10
Closed -$1K – 1233
2022
Q3 		$1K Buy
+10
New +$717 ﹤0.01% 964

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

Capital Advisors Ltd's BJ Position: Q2 2026 in Review

Capital Advisors Ltd held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Capital Advisors Ltd first reported a position in BJ in Q3 2022 and has held it in 10 quarters since. The position peaked at $1K in Q2 2024. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Capital Advisors Ltd held 4 shares of BJs Wholesale Club worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1373 holding.
  • Capital Advisors Ltd first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 10 quarters since.
  • Capital Advisors Ltd's BJs Wholesale Club position peaked at $1K in Q2 2024.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.