Diversify Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Diversify Advisory Services’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	$2.92M	Buy	+30,840	New	+$2.82M	0.05%	303
2026 Q1	–	Sell	-7,627	Closed	-$712K	–	278
2025 Q4	$712K	Buy	7,627 +707	+10%	+$64.9K	0.02%	492
2025 Q3	$628K	Buy	6,920 +849	+14%	+$86.8K	0.02%	489
2025 Q2	$655K	Buy	6,071 +1,292	+27%	+$147K	0.03%	444
2025 Q1	$557K	Buy	4,779 +1,132	+31%	+$117K	0.03%	340
2024 Q4	$352K	Sell	3,647 -149	-4%	-$13.5K	0.02%	443
2024 Q3	$326K	Sell	3,796 -89	-2%	-$7.53K	0.02%	478
2024 Q2	$342K	Sell	3,885 -2,995	-44%	-$243K	0.02%	471
2024 Q1	$514K	Buy	+6,880	New	+$480K	0.03%	420

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Advisory Services's BJ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 30,840 shares worth $2.92M. The stake represents 0.05% of the portfolio and ranks #303 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BJ as recently as Q4 2025.

Diversify Advisory Services first reported a position in BJ in Q1 2024 and has held it in 9 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Diversify Advisory Services held 30,840 shares of BJs Wholesale Club worth $2.92M as of Q2 2026.
BJs Wholesale Club was a new Diversify Advisory Services position in Q2 2026.
BJs Wholesale Club made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #303 holding.
Diversify Advisory Services first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 9 quarters since.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.