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Essential Partners’s BJs Wholesale Club BJ Stock Holding History

Essential Partners’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 		$127K Sell
1,380
-418
-23% -$38.8K 0.06% 357
2026
Q2 		$157K Buy
1,798
+1,508
+520% +$138K 0.07% 300
2026
Q1 		$28.5K Buy
290
+130
+81% +$12.5K 0.01% 791
2025
Q4 		$14.4K Sell
160
-308
-66% -$28.3K ﹤0.01% 1032
2025
Q3 		$43.6K Sell
468
-434
-48% -$44.4K 0.01% 630
2025
Q2 		$97.3K Buy
+902
New +$103K 0.04% 356

Other funds holding BJ

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Essential Partners's BJ Position: Q3 2026 in Review

Essential Partners reduced its BJs Wholesale Club (BJ) stake by 23% in Q3 2026, selling an estimated $38.8K and leaving 1,380 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #357.

Essential Partners first reported a position in BJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $157K in Q2 2026. 54 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Essential Partners held 1,380 shares of BJs Wholesale Club worth $127K as of Q3 2026.
  • Essential Partners sold 418 BJs Wholesale Club shares in Q3 2026, an estimated $38.8K.
  • BJs Wholesale Club made up 0.06% of Essential Partners's portfolio in Q3 2026, its #357 holding.
  • Essential Partners first reported a position in BJs Wholesale Club in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's BJs Wholesale Club position peaked at $157K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.