Compass Financial Management’s BJs Wholesale Club BJ Stock Holding History

Compass Financial Management’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	$7.24K	Buy	+83	New	+$7.6K	﹤0.01%	1118

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Management's BJ Position: Q2 2026 in Review

Compass Financial Management opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 83 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings.

607 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Compass Financial Management held 83 shares of BJs Wholesale Club worth $7.24K as of Q2 2026.
BJs Wholesale Club was a new Compass Financial Management position in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1118 holding.
607 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.