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

Cooper 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
Q2 		$270K Sell
3,096
-2,003
-39% -$183K 0.02% 364
2026
Q1 		$502K Sell
5,099
-280
-5% -$27K 0.05% 256
2025
Q4 		$484K Sell
5,379
-260
-5% -$23.9K 0.05% 242
2025
Q3 		$526K Sell
5,639
-473
-8% -$48.4K 0.06% 230
2025
Q2 		$659K Sell
6,112
-60
-1% -$6.83K 0.08% 202
2025
Q1 		$704K Buy
6,172
+296
+5% +$30.5K 0.09% 190
2024
Q4 		$525K Buy
5,876
+637
+12% +$57.6K 0.06% 236
2024
Q3 		$432K Buy
+5,239
New +$443K 0.06% 262

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

Cooper Financial Group's BJ Position: Q2 2026 in Review

Cooper Financial Group reduced its BJs Wholesale Club (BJ) stake by 39% in Q2 2026, selling an estimated $183K and leaving 3,096 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #364.

Cooper Financial Group first reported a position in BJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $704K in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Cooper Financial Group held 3,096 shares of BJs Wholesale Club worth $270K as of Q2 2026.
  • Cooper Financial Group sold 2,003 BJs Wholesale Club shares in Q2 2026, an estimated $183K.
  • BJs Wholesale Club made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #364 holding.
  • Cooper Financial Group first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 8 quarters since.
  • Cooper Financial Group's BJs Wholesale Club position peaked at $704K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.