Curi RMB Capital’s BJs Wholesale Club BJ Stock Holding History

Curi RMB Capital’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 Q1	$17.5M	Buy	177,367 +13,772	+8%	+$1.33M	0.31%	86
2025 Q4	$14.7M	Sell	163,595 -5,062	-3%	-$465K	0.26%	101
2025 Q3	$15.7M	Buy	168,657 +14,728	+10%	+$1.51M	0.29%	96
2025 Q2	$16.6M	Sell	153,929 -5,333	-3%	-$608K	0.32%	86
2025 Q1	$18.2M	Buy	159,262 +4,208	+3%	+$433K	0.45%	63
2024 Q4	$13.9M	Buy	155,054 +11,929	+8%	+$1.08M	0.32%	101
2024 Q3	$11.8M	Buy	143,125 +22,400	+19%	+$1.89M	0.27%	118
2024 Q2	$10.6M	Buy	120,725 +1,625	+1%	+$132K	0.25%	120
2024 Q1	$9.01M	Buy	119,100 +9,122	+8%	+$636K	0.21%	138
2023 Q4	$7.33M	Buy	109,978 +3,313	+3%	+$224K	0.22%	124
2023 Q3	$7.61M	Buy	106,665 +12,427	+13%	+$836K	0.26%	104
2023 Q2	$5.94M	Buy	94,238 +2,935	+3%	+$203K	0.2%	128
2023 Q1	$6.95M	Buy	91,303 +78,114	+592%	+$5.68M	0.24%	111
2022 Q4	$873K	Buy	+13,189	New	+$955K	0.03%	297

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's BJ Position: Q1 2026 in Review

Curi RMB Capital increased its BJs Wholesale Club (BJ) stake by 8.4% in Q1 2026, buying an estimated $1.33M and bringing the position to 177,367 shares worth $17.5M. The position accounts for 0.31% of the portfolio, ranked #86.

Curi RMB Capital first reported a position in BJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.2M in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Curi RMB Capital held 177,367 shares of BJs Wholesale Club worth $17.5M as of Q1 2026.
Curi RMB Capital bought 13,772 BJs Wholesale Club shares in Q1 2026, an estimated $1.33M.
BJs Wholesale Club made up 0.31% of Curi RMB Capital's portfolio in Q1 2026, its #86 holding.
Curi RMB Capital first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 14 quarters since.
Curi RMB Capital's BJs Wholesale Club position peaked at $18.2M in Q1 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.