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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return