Cox Capital Management
BJ icon

Cox Capital Management’s BJs Wholesale Club BJ Stock Holding History

Cox Capital 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
Q3 		$2.45M Sell
26,605
-33
-0.1% -$3.06K 1.37% 25
2026
Q2 		$2.32M Sell
26,638
-437
-2% -$40K 1.29% 26
2026
Q1 		$2.66M Buy
27,075
+11,632
+75% +$1.12M 1.77% 20
2025
Q4 		$1.47M Sell
15,443
-9
-0.1% -$826 0.92% 33
2025
Q3 		$1.44M Buy
15,452
+122
+0.8% +$12.5K 0.94% 35
2025
Q2 		$1.65M Sell
15,330
-306
-2% -$34.9K 1.13% 34
2025
Q1 		$1.78M Sell
15,636
-481
-3% -$49.5K 1.3% 31
2024
Q4 		$1.44M Buy
16,117
+461
+3% +$41.7K 0.92% 39
2024
Q3 		$1.29M Buy
+15,656
New +$1.32M 0.77% 44

Other funds holding BJ

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cox Capital Management's BJ Position: Q3 2026 in Review

Cox Capital Management reduced its BJs Wholesale Club (BJ) stake by 0.12% in Q3 2026, selling an estimated $3.06K and leaving 26,605 shares worth $2.45M. The position accounts for 1.37% of the portfolio, ranked #25.

Cox Capital Management first reported a position in BJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.66M in Q1 2026. 184 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Cox Capital Management held 26,605 shares of BJs Wholesale Club worth $2.45M as of Q3 2026.
  • Cox Capital Management sold 33 BJs Wholesale Club shares in Q3 2026, an estimated $3.06K.
  • BJs Wholesale Club made up 1.37% of Cox Capital Management's portfolio in Q3 2026, its #25 holding.
  • Cox Capital Management first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 9 quarters since.
  • Cox Capital Management's BJs Wholesale Club position peaked at $2.66M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.