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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
Q3 		$285K Buy
3,102
+6
+0.2% +$557 0.02% 360
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cooper Financial Group's BJ Position: Q3 2026 in Review

Cooper Financial Group increased its BJs Wholesale Club (BJ) stake by 0.19% in Q3 2026, buying an estimated $557 and bringing the position to 3,102 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #360.

Cooper Financial Group first reported a position in BJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $704K in Q1 2025. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Cooper Financial Group held 3,102 shares of BJs Wholesale Club worth $285K as of Q3 2026.
  • Cooper Financial Group bought 6 BJs Wholesale Club shares in Q3 2026, an estimated $557.
  • BJs Wholesale Club made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #360 holding.
  • Cooper Financial Group first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 9 quarters since.
  • Cooper Financial Group's BJs Wholesale Club position peaked at $704K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.