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Concurrent Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

Concurrent Investment Advisors’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 		$544K Buy
6,232
+3,731
+149% +$342K ﹤0.01% 1360
2026
Q1 		$246K Sell
2,501
-1,446
-37% -$139K ﹤0.01% 1618
2025
Q4 		$355K Buy
+3,947
New +$362K ﹤0.01% 1301
2025
Q3 		– Sell
-3,259
Closed -$351K – 1512
2025
Q2 		$351K Buy
+3,259
New +$371K 0.01% 992

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Concurrent Investment Advisors's BJ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BJs Wholesale Club (BJ) stake by 149% in Q2 2026, buying an estimated $342K and bringing the position to 6,232 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Concurrent Investment Advisors first reported a position in BJ in Q2 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Concurrent Investment Advisors held 6,232 shares of BJs Wholesale Club worth $544K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,731 BJs Wholesale Club shares in Q2 2026, an estimated $342K.
  • BJs Wholesale Club made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1360 holding.
  • Concurrent Investment Advisors first reported a position in BJs Wholesale Club in Q2 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.