Diversified Trust
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Diversified Trust’s BJs Wholesale Club BJ Stock Holding History

Diversified Trust’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 		$221K Buy
+2,407
New +$223K ﹤0.01% 944
2022
Q2 		– Sell
-6,680
Closed -$452K – 764
2022
Q1 		$452K Buy
+6,680
New +$419K 0.02% 491

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Diversified Trust's BJ Position: Q3 2026 in Review

Diversified Trust opened a new position in BJs Wholesale Club (BJ) in Q3 2026: 2,407 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Diversified Trust previously reported a position in BJ as recently as Q1 2022.

Diversified Trust first reported a position in BJ in Q1 2022 and has held it in 2 quarters since. The position peaked at $452K in Q1 2022. 331 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Diversified Trust held 2,407 shares of BJs Wholesale Club worth $221K as of Q3 2026.
  • BJs Wholesale Club was a new Diversified Trust position in Q3 2026.
  • BJs Wholesale Club made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #944 holding.
  • Diversified Trust first reported a position in BJs Wholesale Club in Q1 2022 and has held it in 2 quarters since.
  • Diversified Trust's BJs Wholesale Club position peaked at $452K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.