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Dean Investment Associates’s BJs Wholesale Club BJ Stock Holding History

Dean Investment Associates’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 		$4.85M Buy
55,571
+768
+1% +$70.3K 0.64% 68
2026
Q1 		$5.39M Buy
54,803
+17,963
+49% +$1.73M 0.76% 38
2025
Q4 		$3.32M Buy
36,840
+920
+3% +$84.5K 0.47% 108
2025
Q3 		$3.35M Buy
35,920
+7,284
+25% +$745K 0.47% 107
2025
Q2 		$3.09M Sell
28,636
-6,897
-19% -$786K 0.45% 108
2025
Q1 		$4.05M Buy
35,533
+1,325
+4% +$136K 0.6% 54
2024
Q4 		$3.06M Buy
34,208
+1,485
+5% +$134K 0.44% 100
2024
Q3 		$2.7M Buy
32,723
+3,081
+10% +$261K 0.37% 139
2024
Q2 		$2.6M Buy
29,642
+5,195
+21% +$421K 0.37% 127
2024
Q1 		$1.85M Buy
24,447
+186
+0.8% +$13K 0.25% 162
2023
Q4 		$1.62M Buy
24,261
+1,351
+6% +$91.4K 0.23% 169
2023
Q3 		$1.64M Buy
22,910
+5,202
+29% +$350K 0.27% 158
2023
Q2 		$1.12M Sell
17,708
-487
-3% -$33.7K 0.18% 185
2023
Q1 		$1.38M Sell
18,195
-4,072
-18% -$296K 0.22% 157
2022
Q4 		$1.47M Sell
22,267
-7,311
-25% -$530K 0.25% 134
2022
Q3 		$2.15M Sell
29,578
-569
-2% -$40.8K 0.44% 90
2022
Q2 		$1.88M Sell
30,147
-317
-1% -$19.9K 0.37% 108
2022
Q1 		$2.06M Buy
30,464
+1,149
+4% +$72.1K 0.37% 104
2021
Q4 		$1.96M Sell
29,315
-5,655
-16% -$353K 0.35% 113
2021
Q3 		$1.92M Sell
34,970
-1,032
-3% -$55.1K 0.36% 110
2021
Q2 		$1.71M Sell
36,002
-334
-0.9% -$15.3K 0.32% 130
2021
Q1 		$1.63M Buy
+36,336
New +$1.52M 0.31% 142
2020
Q2 		– Sell
-96,725
Closed -$2.46M – 215
2020
Q1 		$2.46M Buy
+96,725
New +$2.17M 0.53% 83

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dean Investment Associates's BJ Position: Q2 2026 in Review

Dean Investment Associates increased its BJs Wholesale Club (BJ) stake by 1.4% in Q2 2026, buying an estimated $70.3K and bringing the position to 55,571 shares worth $4.85M. The position accounts for 0.64% of the portfolio, ranked #68.

Dean Investment Associates first reported a position in BJ in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.39M in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Dean Investment Associates held 55,571 shares of BJs Wholesale Club worth $4.85M as of Q2 2026.
  • Dean Investment Associates bought 768 BJs Wholesale Club shares in Q2 2026, an estimated $70.3K.
  • BJs Wholesale Club made up 0.64% of Dean Investment Associates's portfolio in Q2 2026, its #68 holding.
  • Dean Investment Associates first reported a position in BJs Wholesale Club in Q1 2020 and has held it in 23 quarters since.
  • Dean Investment Associates's BJs Wholesale Club position peaked at $5.39M in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.