CX Institutional’s BJs Wholesale Club BJ Stock Holding History

CX Institutional’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	$83K	Buy	901 +872	+3,007%	+$80.9K	﹤0.01%	914
2026 Q2	$3K	Sell	29 -131	-82%	-$12K	﹤0.01%	1409
2026 Q1	$16K	Buy	160 +131	+452%	+$12.6K	﹤0.01%	1175
2025 Q4	$3K	Sell	29 -1	-3%	-$92	﹤0.01%	1311
2025 Q3	$3K	Hold	30	–	–	﹤0.01%	1285
2025 Q2	$3K	Hold	30	–	–	﹤0.01%	1124
2025 Q1	$3K	Buy	+30	New	+$3.09K	﹤0.01%	1100
2023 Q4	–	Sell	-53,357	Closed	-$3.81M	–	527
2023 Q3	$3.81M	Buy	+53,357	New	+$3.59M	0.21%	122

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's BJ Position: Q3 2026 in Review

CX Institutional increased its BJs Wholesale Club (BJ) stake by 3,007% in Q3 2026, buying an estimated $80.9K and bringing the position to 901 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

CX Institutional first reported a position in BJ in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.81M in Q3 2023. 128 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

CX Institutional held 901 shares of BJs Wholesale Club worth $83K as of Q3 2026.
CX Institutional bought 872 BJs Wholesale Club shares in Q3 2026, an estimated $80.9K.
BJs Wholesale Club made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #914 holding.
CX Institutional first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 8 quarters since.
CX Institutional's BJs Wholesale Club position peaked at $3.81M in Q3 2023.
128 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.