Ellevest Inc
BJ icon

Ellevest Inc’s BJs Wholesale Club BJ Stock Holding History

Ellevest Inc’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 		$223K Sell
2,426
-772
-24% -$71.6K 0.03% 411
2026
Q2 		$279K Buy
3,198
+352
+12% +$32.2K 0.03% 370
2026
Q1 		$280K Buy
+2,846
New +$275K 0.04% 335
2025
Q2 		– Sell
-3,007
Closed -$343K – 397
2025
Q1 		$343K Buy
3,007
+408
+16% +$42K 0.02% 260
2024
Q4 		$232K Buy
+2,599
New +$235K 0.01% 362
2024
Q3 		– Sell
-2,490
Closed -$219K – 428
2024
Q2 		$219K Buy
+2,490
New +$202K 0.01% 370
2023
Q2 		– Sell
-1,499
Closed -$114K – 520
2023
Q1 		$114K Buy
1,499
+438
+41% +$31.8K 0.01% 419
2022
Q4 		$70.2K Sell
1,061
-520
-33% -$37.7K 0.01% 524
2022
Q3 		$115K Buy
1,581
+1,401
+778% +$100K 0.01% 387
2022
Q2 		$11K Buy
180
+71
+65% +$4.46K ﹤0.01% 859
2022
Q1 		$7K Buy
109
+80
+276% +$5.02K ﹤0.01% 945
2021
Q4 		$2K Hold
29
– – ﹤0.01% 1140
2021
Q3 		$2K Sell
29
-55
-65% -$2.94K ﹤0.01% 1107
2021
Q2 		$4K Buy
84
+25
+42% +$1.14K ﹤0.01% 919
2021
Q1 		$3K Buy
59
+5
+9% +$210 ﹤0.01% 981
2020
Q4 		$2K Buy
+54
New +$2.16K ﹤0.01% 956

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 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
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Ellevest Inc's BJ Position: Q3 2026 in Review

Ellevest Inc reduced its BJs Wholesale Club (BJ) stake by 24% in Q3 2026, selling an estimated $71.6K and leaving 2,426 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #411.

Ellevest Inc first reported a position in BJ in Q4 2020 and has held it in 16 quarters since. The position peaked at $343K in Q1 2025. 370 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Ellevest Inc held 2,426 shares of BJs Wholesale Club worth $223K as of Q3 2026.
  • Ellevest Inc sold 772 BJs Wholesale Club shares in Q3 2026, an estimated $71.6K.
  • BJs Wholesale Club made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #411 holding.
  • Ellevest Inc first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 16 quarters since.
  • Ellevest Inc's BJs Wholesale Club position peaked at $343K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.